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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 | $276,601 | $209,874+31.8% | $189,537+45.9% | $167,536+65.1% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 16.62% | 748.61%-732.0pp | 555.34%-538.7pp | 478.82%-462.2pp |
| Employer contribution / active EE | $2,883 | $6,913-58.3% | $6,161-53.2% | $4,839-40.4% |
| Participant deferral / active EE | $8,559 | $8,934-4.2% | $8,220+4.1% | $6,342+35.0% |
| Admin fee / account holder | $3,874 | $14,299-72.9% | $12,048-67.9% | $12,315-68.5% |