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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 | $325,189 | $209,428+55.3% | $178,498+82.2% | $158,950+104.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.86% | 188.78%-165.9pp | 151.09%-128.2pp | 302.91%-280.0pp |
| Employer contribution / active EE | $2,500 | $5,707-56.2% | $5,011-50.1% | $4,762-47.5% |
| Participant deferral / active EE | $3,860 | $5,955-35.2% | $5,202-25.8% | $5,983-35.5% |
| Admin fee / account holder | $767 | $17,077-95.5% | $13,985-94.5% | $11,248-93.2% |