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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,618 | $176,105+108.7% | $159,474+130.5% | $167,536+119.4% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.42% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $3,100 | $5,299-41.5% | $4,831-35.8% | $4,839-35.9% |
| Participant deferral / active EE | $11,016 | $7,751+42.1% | $7,353+49.8% | $6,342+73.7% |
| Admin fee / account holder | $3,832 | $12,559-69.5% | $10,802-64.5% | $12,315-68.9% |