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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 | $367,724 | $183,539+100.4% | $155,556+136.4% | $145,897+152.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.26% | 61.31%-42.0pp | 64.84%-45.6pp | 552.29%-533.0pp |
| Employer contribution / active EE | $13,504 | $5,315+154.1% | $4,675+188.8% | $4,663+189.6% |
| Participant deferral / active EE | $8,535 | $6,467+32.0% | $5,631+51.6% | $6,689+27.6% |
| Admin fee / account holder | $5,025 | $19,275-73.9% | $15,885-68.4% | $13,390-62.5% |