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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 | $282,978 | $203,436+39.1% | $152,466+85.6% | $167,518+68.9% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 19.53% | 13.80%+5.7pp | 757.33%-737.8pp | 478.71%-459.2pp |
| Employer contribution / active EE | $3,269 | $5,220-37.4% | $4,327-24.4% | $4,838-32.4% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,342-100.0% |
| Admin fee / account holder | $33,510 | $22,506+48.9% | $15,805+112.0% | $12,312+172.2% |