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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 | $423,247 | $175,231+141.5% | $149,696+182.7% | $139,466+203.5% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 29.06% | 166.77%-137.7pp | 134.46%-105.4pp | 373.66%-344.6pp |
| Employer contribution / active EE | $8,335 | $5,478+52.1% | $4,821+72.9% | $4,754+75.3% |
| Participant deferral / active EE | $26,072 | $6,521+299.8% | $5,682+358.9% | $6,712+288.4% |
| Admin fee / account holder | $6,225 | $16,155-61.5% | $13,212-52.9% | $11,409-45.4% |