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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 | $357,947 | $217,432+64.6% | $185,849+92.6% | $167,536+113.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.42% | 148.42%-131.0pp | 122.10%-104.7pp | 478.82%-461.4pp |
| Employer contribution / active EE | $8,729 | $5,875+48.6% | $5,169+68.9% | $4,839+80.4% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,342-100.0% |
| Admin fee / account holder | $11,818 | $19,818-40.4% | $16,244-27.2% | $12,315-4.0% |