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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 | $415,071 | $183,978+125.6% | $162,171+155.9% | $152,885+171.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.76% | 150.78%-128.0pp | 115.60%-92.8pp | 345.39%-322.6pp |
| Employer contribution / active EE | $14,709 | $6,370+130.9% | $5,613+162.1% | $4,763+208.8% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,817 | $13,122-86.2% | $10,843-83.2% | $11,598-84.3% |