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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 | $277,508 | $202,345+37.1% | $172,755+60.6% | $152,885+81.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.45% | 1029.77%-1005.3pp | 802.94%-778.5pp | 345.39%-320.9pp |
| Employer contribution / active EE | $15,637 | $5,858+166.9% | $5,144+204.0% | $4,763+228.3% |
| Participant deferral / active EE | $17,218 | $5,948+189.5% | $5,198+231.3% | $5,851+194.3% |
| Admin fee / account holder | $22,597 | $17,111+32.1% | $13,955+61.9% | $11,598+94.8% |