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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 | $317,883 | $202,342+57.1% | $172,753+84.0% | $152,909+107.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.26% | 1029.88%-1005.6pp | 803.00%-778.7pp | 345.46%-321.2pp |
| Employer contribution / active EE | $6,015 | $5,857+2.7% | $5,144+16.9% | $4,764+26.3% |
| Participant deferral / active EE | $5,847 | $5,948-1.7% | $5,198+12.5% | $5,851-0.1% |
| Admin fee / account holder | $7,273 | $17,112-57.5% | $13,956-47.9% | $11,601-37.3% |