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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 | $395,566 | $176,105+124.6% | $159,474+148.0% | $167,536+136.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.48% | 331.91%-313.4pp | 263.68%-245.2pp | 478.82%-460.3pp |
| Employer contribution / active EE | $2,600 | $5,299-50.9% | $4,831-46.2% | $4,839-46.3% |
| Participant deferral / active EE | $8,091 | $7,751+4.4% | $7,353+10.0% | $6,342+27.6% |
| Admin fee / account holder | $3,065 | $12,559-75.6% | $10,802-71.6% | $12,315-75.1% |