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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 | $401,333 | $202,342+98.3% | $172,753+132.3% | $152,909+162.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 15.11% | 1029.88%-1014.8pp | 803.00%-787.9pp | 345.46%-330.4pp |
| Employer contribution / active EE | $2,500 | $5,857-57.3% | $5,144-51.4% | $4,764-47.5% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $20,452 | $17,112+19.5% | $13,956+46.6% | $11,601+76.3% |