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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 | $370,163 | $176,120+110.2% | $159,487+132.1% | $167,553+120.9% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 23.57% | 331.95%-308.4pp | 263.71%-240.1pp | 478.89%-455.3pp |
| Employer contribution / active EE | $8,637 | $5,299+63.0% | $4,831+78.8% | $4,840+78.5% |
| Participant deferral / active EE | $12,594 | $7,752+62.5% | $7,354+71.3% | $6,343+98.6% |
| Admin fee / account holder | $2,186 | $12,561-82.6% | $10,804-79.8% | $12,316-82.2% |