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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 | $258,794 | $165,381+56.5% | $149,730+72.8% | $158,966+62.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.78% | 348.29%-336.5pp | 276.70%-264.9pp | 302.95%-291.2pp |
| Employer contribution / active EE | $11,853 | $5,104+132.2% | $4,645+155.2% | $4,762+148.9% |
| Participant deferral / active EE | $13,732 | $7,182+91.2% | $6,843+100.7% | $5,983+129.5% |
| Admin fee / account holder | $71,432 | $10,809+560.8% | $9,310+667.2% | $11,250+535.0% |