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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 | $391,457 | $160,040+144.6% | $147,096+166.1% | $145,877+168.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 10.87% | 98.49%-87.6pp | 419.75%-408.9pp | 551.28%-540.4pp |
| Employer contribution / active EE | $43,500 | $5,289+722.4% | $4,936+781.3% | $4,663+832.9% |
| Participant deferral / active EE | $7,710 | $8,429-8.5% | $8,071-4.5% | $6,691+15.2% |
| Admin fee / account holder | $2,732 | $15,050-81.9% | $13,005-79.0% | $13,402-79.6% |