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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 | $268,966 | $226,090+19.0% | $182,531+47.4% | $152,885+75.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 21.04% | 192.57%-171.5pp | 148.57%-127.5pp | 345.39%-324.3pp |
| Employer contribution / active EE | $12,000 | $4,978+141.1% | $4,075+194.4% | $4,763+151.9% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $2,122 | $10,705-80.2% | $8,593-75.3% | $11,598-81.7% |