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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 | $355,434 | $176,120+101.8% | $159,487+122.9% | $167,553+112.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.24% | 331.95%-314.7pp | 263.71%-246.5pp | 478.89%-461.7pp |
| Employer contribution / active EE | $10,000 | $5,299+88.7% | $4,831+107.0% | $4,840+106.6% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,819 | $12,561-77.6% | $10,804-73.9% | $12,316-77.1% |