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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 | $374,496 | $234,190+59.9% | $180,320+107.7% | $198,609+88.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.5%+28.5pp | 82.4%+17.6pp |
| Annual return | 9.67% | 1057.44%-1047.8pp | 778.54%-768.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $930 | $5,258-82.3% | $4,108-77.4% | $5,055-81.6% |
| Participant deferral / active EE | $4,306 | $4,988-13.7% | $4,3040% | $6,977-38.3% |
| Admin fee / account holder | $8,380 | $12,558-33.3% | $10,000-16.2% | $19,030-56.0% |