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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 | $331,489 | $198,457+67.0% | $170,435+94.5% | $147,586+124.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.60% | 257.30%-241.7pp | 205.94%-190.3pp | 578.59%-563.0pp |
| Employer contribution / active EE | $5,000 | $6,183-19.1% | $5,432-8.0% | $4,876+2.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,673 | $16,852-78.2% | $13,881-73.5% | $10,886-66.3% |