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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 | $316,953 | $165,399+91.6% | $149,745+111.7% | $158,982+99.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.20% | 348.34%-337.1pp | 276.72%-265.5pp | 302.99%-291.8pp |
| Employer contribution / active EE | $29,860 | $5,105+485.0% | $4,646+542.8% | $4,763+526.9% |
| Participant deferral / active EE | $0 | $7,183-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $392 | $10,811-96.4% | $9,312-95.8% | $11,252-96.5% |