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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 | $268,908 | $138,076+94.8% | $123,553+117.6% | $135,380+98.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.85% | 153.70%-149.8pp | 119.21%-115.4pp | 519.81%-516.0pp |
| Employer contribution / active EE | $2,787 | $5,152-45.9% | $4,628-39.8% | $4,779-41.7% |
| Participant deferral / active EE | $12,779 | $6,800+87.9% | $6,426+98.9% | $5,609+127.8% |
| Admin fee / account holder | $9,740 | $10,917-10.8% | $9,284+4.9% | $10,828-10.0% |