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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 | $312,976 | $180,749+73.2% | $160,784+94.7% | $137,256+128.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 14.35% | 2234.46%-2220.1pp | 1803.92%-1789.6pp | 220.34%-206.0pp |
| Employer contribution / active EE | $3,252 | $4,155-21.7% | $3,733-12.9% | $4,156-21.8% |
| Participant deferral / active EE | $0 | $6,844-100.0% | $6,293-100.0% | $6,407-100.0% |
| Admin fee / account holder | $12,500 | $10,397+20.2% | $9,717+28.6% | $12,270+1.9% |