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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 | $274,043 | $129,737+111.2% | $119,126+130.0% | $154,746+77.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 16.48% | 379.08%-362.6pp | 282.11%-265.6pp | 172.34%-155.9pp |
| Employer contribution / active EE | $10,842 | $4,375+147.8% | $4,034+168.8% | $4,379+147.6% |
| Participant deferral / active EE | $8,642 | $5,842+47.9% | $5,318+62.5% | $6,730+28.4% |
| Admin fee / account holder | $17,641 | $11,961+47.5% | $10,693+65.0% | $14,365+22.8% |