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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 | $328,766 | $202,342+62.5% | $172,753+90.3% | $152,909+115.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.92% | 1029.88%-1011.0pp | 803.00%-784.1pp | 345.46%-326.5pp |
| Employer contribution / active EE | $8,522 | $5,857+45.5% | $5,144+65.7% | $4,764+78.9% |
| Participant deferral / active EE | $3,386 | $5,948-43.1% | $5,198-34.9% | $5,851-42.1% |
| Admin fee / account holder | $1,143 | $17,112-93.3% | $13,956-91.8% | $11,601-90.1% |