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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 | $325,758 | $202,342+61.0% | $172,753+88.6% | $152,909+113.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.97% | 1029.88%-1012.9pp | 803.00%-786.0pp | 345.46%-328.5pp |
| Employer contribution / active EE | $19,543 | $5,857+233.6% | $5,144+279.9% | $4,764+310.2% |
| Participant deferral / active EE | $12,500 | $5,948+110.2% | $5,198+140.5% | $5,851+113.6% |
| Admin fee / account holder | $1,250 | $17,112-92.7% | $13,956-91.0% | $11,601-89.2% |