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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 | $292,492 | $202,460+44.5% | $169,385+72.7% | $139,456+109.7% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 20.55% | 532.07%-511.5pp | 405.82%-385.3pp | 373.45%-352.9pp |
| Employer contribution / active EE | $17,814 | $4,691+279.7% | $4,012+344.0% | $4,753+274.8% |
| Participant deferral / active EE | $17,300 | $6,938+149.4% | $6,221+178.1% | $6,711+157.8% |
| Admin fee / account holder | $8,802 | $10,719-17.9% | $9,011-2.3% | $11,407-22.8% |