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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 | $278,642 | $203,483+36.9% | $152,473+82.7% | $167,553+66.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 21.18% | 13.80%+7.4pp | 757.59%-736.4pp | 478.89%-457.7pp |
| Employer contribution / active EE | $5,195 | $5,219-0.5% | $4,326+20.1% | $4,840+7.3% |
| Participant deferral / active EE | $5,195 | $6,711-22.6% | $5,817-10.7% | $6,343-18.1% |
| Admin fee / account holder | $3,397 | $22,521-84.9% | $15,811-78.5% | $12,316-72.4% |