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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 | $397,710 | $176,077+125.9% | $159,455+149.4% | $167,518+137.4% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.19% | 331.83%-321.6pp | 263.63%-253.4pp | 478.71%-468.5pp |
| Employer contribution / active EE | $3,750 | $5,298-29.2% | $4,830-22.4% | $4,838-22.5% |
| Participant deferral / active EE | $10,400 | $7,751+34.2% | $7,353+41.4% | $6,342+64.0% |
| Admin fee / account holder | $3,638 | $12,556-71.0% | $10,800-66.3% | $12,312-70.5% |