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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 | $356,593 | $198,457+79.7% | $170,435+109.2% | $147,586+141.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.52% | 257.30%-242.8pp | 205.94%-191.4pp | 578.59%-564.1pp |
| Employer contribution / active EE | $7,974 | $6,183+29.0% | $5,432+46.8% | $4,876+63.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $4,417 | $16,852-73.8% | $13,881-68.2% | $10,886-59.4% |