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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 | $316,460 | $202,342+56.4% | $172,752+83.2% | $152,897+107.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.30% | 1029.83%-1004.5pp | 802.97%-777.7pp | 345.43%-320.1pp |
| Employer contribution / active EE | $11,725 | $5,858+100.2% | $5,144+127.9% | $4,764+146.1% |
| Participant deferral / active EE | $6,446 | $5,948+8.4% | $5,198+24.0% | $5,851+10.2% |
| Admin fee / account holder | $2,599 | $17,111-84.8% | $13,955-81.4% | $11,599-77.6% |