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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 | $254,800 | $165,584+53.9% | $142,942+78.3% | $137,256+85.6% |
| Participation rate | 94.7% | 80.1%+14.7pp | 76.8%+17.9pp | 80.0%+14.8pp |
| Annual return | 384.62% | 164.22%+220.4pp | 113.70%+270.9pp | 220.34%+164.3pp |
| Employer contribution / active EE | $33,722 | $4,725+613.6% | $4,139+714.7% | $4,156+711.4% |
| Participant deferral / active EE | $0 | $8,194-100.0% | $7,128-100.0% | $6,407-100.0% |
| Admin fee / account holder | $17,861 | $16,167+10.5% | $12,475+43.2% | $12,270+45.6% |