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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 | $309,579 | $232,540+33.1% | $185,117+67.2% | $147,586+109.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 458.74% | 43.03%+415.7pp | 40.50%+418.2pp | 578.59%-119.9pp |
| Employer contribution / active EE | $5,367 | $5,195+3.3% | $4,182+28.4% | $4,876+10.1% |
| Participant deferral / active EE | $14,062 | $5,834+141.1% | $5,045+178.7% | $5,439+158.6% |
| Admin fee / account holder | $6,577 | $10,275-36.0% | $8,159-19.4% | $10,886-39.6% |