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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 | $339,948 | $176,105+93.0% | $159,474+113.2% | $167,536+102.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 20.97% | 331.91%-310.9pp | 263.68%-242.7pp | 478.82%-457.8pp |
| Employer contribution / active EE | $8,400 | $5,299+58.5% | $4,831+73.9% | $4,839+73.6% |
| Participant deferral / active EE | $8,534 | $7,751+10.1% | $7,353+16.1% | $6,342+34.6% |
| Admin fee / account holder | $942 | $12,559-92.5% | $10,802-91.3% | $12,315-92.4% |