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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 | $311,681 | $176,105+77.0% | $159,474+95.4% | $167,536+86.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.80% | 331.91%-313.1pp | 263.68%-244.9pp | 478.82%-460.0pp |
| Employer contribution / active EE | $4,677 | $5,299-11.7% | $4,831-3.2% | $4,839-3.4% |
| Participant deferral / active EE | $9,574 | $7,751+23.5% | $7,353+30.2% | $6,342+51.0% |
| Admin fee / account holder | $5,957 | $12,559-52.6% | $10,802-44.9% | $12,315-51.6% |