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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 | $335,704 | $209,428+60.3% | $178,498+88.1% | $158,950+111.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 7.98% | 188.78%-180.8pp | 151.09%-143.1pp | 302.91%-294.9pp |
| Employer contribution / active EE | $9,025 | $5,707+58.1% | $5,011+80.1% | $4,762+89.5% |
| Participant deferral / active EE | $4,937 | $5,955-17.1% | $5,202-5.1% | $5,983-17.5% |
| Admin fee / account holder | $1,771 | $17,077-89.6% | $13,985-87.3% | $11,248-84.3% |