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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 | $313,517 | $202,342+54.9% | $172,753+81.5% | $152,909+105.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 28.24% | 1029.88%-1001.6pp | 803.00%-774.8pp | 345.46%-317.2pp |
| Employer contribution / active EE | $14,351 | $5,857+145.0% | $5,144+179.0% | $4,764+201.2% |
| Participant deferral / active EE | $6,250 | $5,948+5.1% | $5,198+20.2% | $5,851+6.8% |
| Admin fee / account holder | $10,591 | $17,112-38.1% | $13,956-24.1% | $11,601-8.7% |