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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 | $444,956 | $184,000+141.8% | $162,185+174.4% | $152,909+191.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 20.54% | 150.80%-130.3pp | 115.61%-95.1pp | 345.46%-324.9pp |
| Employer contribution / active EE | $5,943 | $6,370-6.7% | $5,613+5.9% | $4,764+24.8% |
| Participant deferral / active EE | $17,507 | $8,033+117.9% | $7,297+139.9% | $5,851+199.2% |
| Admin fee / account holder | $1,423 | $13,124-89.2% | $10,844-86.9% | $11,601-87.7% |