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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 | $337,189 | $180,459+86.9% | $154,108+118.8% | $135,380+149.1% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 19.68% | 888.21%-868.5pp | 735.21%-715.5pp | 519.81%-500.1pp |
| Employer contribution / active EE | $4,332 | $6,035-28.2% | $5,298-18.2% | $4,779-9.4% |
| Participant deferral / active EE | $8,663 | $5,806+49.2% | $5,081+70.5% | $5,609+54.5% |
| Admin fee / account holder | $2,549 | $16,145-84.2% | $13,411-81.0% | $10,828-76.5% |