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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 | $465,040 | $176,105+164.1% | $159,474+191.6% | $167,536+177.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.24% | 331.91%-316.7pp | 263.68%-248.4pp | 478.82%-463.6pp |
| Employer contribution / active EE | $35,000 | $5,299+560.5% | $4,831+624.5% | $4,839+623.3% |
| Participant deferral / active EE | $10,000 | $7,751+29.0% | $7,353+36.0% | $6,342+57.7% |
| Admin fee / account holder | $1,080 | $12,559-91.4% | $10,802-90.0% | $12,315-91.2% |