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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 | $314,555 | $198,457+58.5% | $170,435+84.6% | $147,586+113.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 14.85% | 257.30%-242.5pp | 205.94%-191.1pp | 578.59%-563.7pp |
| Employer contribution / active EE | $11,901 | $6,183+92.5% | $5,432+119.1% | $4,876+144.1% |
| Participant deferral / active EE | $7,333 | $5,629+30.3% | $4,939+48.5% | $5,439+34.8% |
| Admin fee / account holder | $4,332 | $16,852-74.3% | $13,881-68.8% | $10,886-60.2% |