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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 | $287,527 | $202,342+42.1% | $172,752+66.4% | $152,897+88.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.86% | 1029.83%-1012.0pp | 802.97%-785.1pp | 345.43%-327.6pp |
| Employer contribution / active EE | $13,500 | $5,858+130.5% | $5,144+162.4% | $4,764+183.4% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $415 | $17,111-97.6% | $13,955-97.0% | $11,599-96.4% |