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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 | $447,197 | $176,105+153.9% | $159,474+180.4% | $167,536+166.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.74% | 331.91%-312.2pp | 263.68%-243.9pp | 478.82%-459.1pp |
| Employer contribution / active EE | $5,273 | $5,299-0.5% | $4,831+9.1% | $4,839+9.0% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $13,685 | $12,559+9.0% | $10,802+26.7% | $12,315+11.1% |