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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 | $289,031 | $198,457+45.6% | $170,435+69.6% | $147,586+95.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.17% | 257.30%-241.1pp | 205.94%-189.8pp | 578.59%-562.4pp |
| Employer contribution / active EE | $11,657 | $6,183+88.5% | $5,432+114.6% | $4,876+139.0% |
| Participant deferral / active EE | $5,755 | $5,629+2.2% | $4,939+16.5% | $5,439+5.8% |
| Admin fee / account holder | $3,630 | $16,852-78.5% | $13,881-73.9% | $10,886-66.7% |