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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 | $252,700 | $144,130+75.3% | $117,861+114.4% | $147,586+71.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 11.04% | 531.20%-520.2pp | 335.11%-324.1pp | 578.59%-567.6pp |
| Employer contribution / active EE | $1,289 | $4,897-73.7% | $3,786-66.0% | $4,876-73.6% |
| Participant deferral / active EE | $3,942 | $5,316-25.9% | $4,482-12.1% | $5,439-27.5% |
| Admin fee / account holder | $9,085 | $10,887-16.6% | $8,021+13.3% | $10,886-16.5% |