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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 | $334,157 | $176,105+89.7% | $159,474+109.5% | $167,536+99.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.39% | 331.91%-315.5pp | 263.68%-247.3pp | 478.82%-462.4pp |
| Employer contribution / active EE | $2,328 | $5,299-56.1% | $4,831-51.8% | $4,839-51.9% |
| Participant deferral / active EE | $7,541 | $7,751-2.7% | $7,353+2.6% | $6,342+18.9% |
| Admin fee / account holder | $2,050 | $12,559-83.7% | $10,802-81.0% | $12,315-83.4% |