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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 | $279,401 | $203,483+37.3% | $152,473+83.2% | $167,553+66.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 9.54% | 13.80%-4.3pp | 757.59%-748.0pp | 478.89%-469.3pp |
| Employer contribution / active EE | $2,000 | $5,219-61.7% | $4,326-53.8% | $4,840-58.7% |
| Participant deferral / active EE | $0 | $6,711-100.0% | $5,817-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,454 | $22,521-89.1% | $15,811-84.5% | $12,316-80.1% |