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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 | $296,465 | $175,231+69.2% | $149,696+98.0% | $139,466+112.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.05% | 166.77%-154.7pp | 134.46%-122.4pp | 373.66%-361.6pp |
| Employer contribution / active EE | $4,372 | $5,478-20.2% | $4,821-9.3% | $4,754-8.0% |
| Participant deferral / active EE | $27,719 | $6,521+325.1% | $5,682+387.8% | $6,712+313.0% |
| Admin fee / account holder | $6,186 | $16,155-61.7% | $13,212-53.2% | $11,409-45.8% |