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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 | $311,437 | $198,457+56.9% | $170,435+82.7% | $147,586+111.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.51% | 257.30%-236.8pp | 205.94%-185.4pp | 578.59%-558.1pp |
| Employer contribution / active EE | $10,997 | $6,183+77.9% | $5,432+102.4% | $4,876+125.5% |
| Participant deferral / active EE | $6,240 | $5,629+10.9% | $4,939+26.3% | $5,439+14.7% |
| Admin fee / account holder | $4,174 | $16,852-75.2% | $13,881-69.9% | $10,886-61.7% |