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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 | $411,127 | $176,077+133.5% | $159,455+157.8% | $167,518+145.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.05% | 331.83%-319.8pp | 263.63%-251.6pp | 478.71%-466.7pp |
| Employer contribution / active EE | $2,764 | $5,298-47.8% | $4,830-42.8% | $4,838-42.9% |
| Participant deferral / active EE | $6,340 | $7,751-18.2% | $7,353-13.8% | $6,3420% |
| Admin fee / account holder | $6,661 | $12,556-47.0% | $10,800-38.3% | $12,312-45.9% |