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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 | $262,468 | $183,988+42.7% | $162,177+61.8% | $152,897+71.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 27.16% | 150.79%-123.6pp | 115.60%-88.4pp | 345.43%-318.3pp |
| Employer contribution / active EE | $2,250 | $6,370-64.7% | $5,613-59.9% | $4,764-52.8% |
| Participant deferral / active EE | $14,856 | $8,032+84.9% | $7,297+103.6% | $5,851+153.9% |
| Admin fee / account holder | $412 | $13,123-96.9% | $10,843-96.2% | $11,599-96.4% |