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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 | $259,109 | $209,847+23.5% | $189,520+36.7% | $167,518+54.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.91% | 748.45%-732.5pp | 555.25%-539.3pp | 478.71%-462.8pp |
| Employer contribution / active EE | $14,955 | $6,913+116.3% | $6,161+142.7% | $4,838+209.1% |
| Participant deferral / active EE | $13,433 | $8,934+50.4% | $8,220+63.4% | $6,342+111.8% |
| Admin fee / account holder | $895 | $14,295-93.7% | $12,046-92.6% | $12,312-92.7% |