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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 | $435,402 | $183,978+136.7% | $162,171+168.5% | $152,885+184.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 22.35% | 150.78%-128.4pp | 115.60%-93.2pp | 345.39%-323.0pp |
| Employer contribution / active EE | $5,750 | $6,370-9.7% | $5,613+2.4% | $4,763+20.7% |
| Participant deferral / active EE | $9,500 | $8,033+18.3% | $7,297+30.2% | $5,851+62.4% |
| Admin fee / account holder | $17,205 | $13,122+31.1% | $10,843+58.7% | $11,598+48.3% |