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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 | $336,077 | $176,105+90.8% | $159,474+110.7% | $167,536+100.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.40% | 331.91%-318.5pp | 263.68%-250.3pp | 478.82%-465.4pp |
| Employer contribution / active EE | $7,144 | $5,299+34.8% | $4,831+47.9% | $4,839+47.6% |
| Participant deferral / active EE | $10,533 | $7,751+35.9% | $7,353+43.2% | $6,342+66.1% |
| Admin fee / account holder | $2,684 | $12,559-78.6% | $10,802-75.2% | $12,315-78.2% |