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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 | $410,365 | $198,457+106.8% | $170,435+140.8% | $147,586+178.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.59% | 257.30%-239.7pp | 205.94%-188.3pp | 578.59%-561.0pp |
| Employer contribution / active EE | $1,861 | $6,183-69.9% | $5,432-65.7% | $4,876-61.8% |
| Participant deferral / active EE | $8,478 | $5,629+50.6% | $4,939+71.6% | $5,439+55.9% |
| Admin fee / account holder | $6,530 | $16,852-61.3% | $13,881-53.0% | $10,886-40.0% |