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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 | $393,160 | $175,231+124.4% | $149,696+162.6% | $139,466+181.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.62% | 166.77%-154.2pp | 134.46%-121.8pp | 373.66%-361.0pp |
| Employer contribution / active EE | $10,500 | $5,478+91.7% | $4,821+117.8% | $4,754+120.9% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $18,304 | $16,155+13.3% | $13,212+38.5% | $11,409+60.4% |