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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 | $408,316 | $180,459+126.3% | $154,108+165.0% | $135,380+201.6% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 10.12% | 888.21%-878.1pp | 735.21%-725.1pp | 519.81%-509.7pp |
| Employer contribution / active EE | $6,406 | $6,035+6.1% | $5,298+20.9% | $4,779+34.0% |
| Participant deferral / active EE | $4,389 | $5,806-24.4% | $5,081-13.6% | $5,609-21.8% |
| Admin fee / account holder | $434 | $16,145-97.3% | $13,411-96.8% | $10,828-96.0% |