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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 | $319,349 | $175,259+82.2% | $149,723+113.3% | $139,487+128.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 15.03% | 166.82%-151.8pp | 134.50%-119.5pp | 373.84%-358.8pp |
| Employer contribution / active EE | $9,469 | $5,478+72.8% | $4,821+96.4% | $4,755+99.1% |
| Participant deferral / active EE | $4,150 | $6,522-36.4% | $5,682-27.0% | $6,713-38.2% |
| Admin fee / account holder | $6,164 | $16,158-61.9% | $13,215-53.4% | $11,407-46.0% |