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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 | $273,409 | $176,071+55.3% | $159,450+71.5% | $167,497+63.2% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 17.67% | 331.79%-314.1pp | 263.60%-245.9pp | 478.62%-460.9pp |
| Employer contribution / active EE | $2,112 | $5,298-60.1% | $4,830-56.3% | $4,838-56.4% |
| Participant deferral / active EE | $4,223 | $7,750-45.5% | $7,352-42.6% | $6,341-33.4% |
| Admin fee / account holder | $1,337 | $12,555-89.3% | $10,800-87.6% | $12,310-89.1% |