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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 | $271,194 | $198,457+36.7% | $170,435+59.1% | $147,586+83.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 9.56% | 257.30%-247.7pp | 205.94%-196.4pp | 578.59%-569.0pp |
| Employer contribution / active EE | $10,260 | $6,183+65.9% | $5,432+88.9% | $4,876+110.4% |
| Participant deferral / active EE | $9,217 | $5,629+63.7% | $4,939+86.6% | $5,439+69.5% |
| Admin fee / account holder | $8,677 | $16,852-48.5% | $13,881-37.5% | $10,886-20.3% |