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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 | $283,267 | $175,231+61.7% | $149,696+89.2% | $139,466+103.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.37% | 166.77%-153.4pp | 134.46%-121.1pp | 373.66%-360.3pp |
| Employer contribution / active EE | $8,259 | $5,478+50.8% | $4,821+71.3% | $4,754+73.7% |
| Participant deferral / active EE | $12,005 | $6,521+84.1% | $5,682+111.3% | $6,712+78.9% |
| Admin fee / account holder | $1,885 | $16,155-88.3% | $13,212-85.7% | $11,409-83.5% |