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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 | $297,492 | $176,120+68.9% | $159,487+86.5% | $167,553+77.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 16.99% | 331.95%-315.0pp | 263.71%-246.7pp | 478.89%-461.9pp |
| Employer contribution / active EE | $4,636 | $5,299-12.5% | $4,831-4.0% | $4,840-4.2% |
| Participant deferral / active EE | $17,163 | $7,752+121.4% | $7,354+133.4% | $6,343+170.6% |
| Admin fee / account holder | $37,031 | $12,561+194.8% | $10,804+242.8% | $12,316+200.7% |