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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 | $405,555 | $198,457+104.4% | $170,435+138.0% | $147,586+174.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.85% | 257.30%-243.5pp | 205.94%-192.1pp | 578.59%-564.7pp |
| Employer contribution / active EE | $9,949 | $6,183+60.9% | $5,432+83.1% | $4,876+104.0% |
| Participant deferral / active EE | $7,425 | $5,629+31.9% | $4,939+50.3% | $5,439+36.5% |
| Admin fee / account holder | $2,148 | $16,852-87.3% | $13,881-84.5% | $10,886-80.3% |