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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 | $367,547 | $165,361+122.3% | $149,715+145.5% | $158,950+131.2% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 13.63% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.3pp |
| Employer contribution / active EE | $20,104 | $5,103+293.9% | $4,645+332.8% | $4,762+322.2% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $810 | $10,808-92.5% | $9,310-91.3% | $11,248-92.8% |