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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 | $348,092 | $202,342+72.0% | $172,752+101.5% | $152,897+127.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.02% | 1029.83%-1011.8pp | 802.97%-785.0pp | 345.43%-327.4pp |
| Employer contribution / active EE | $10,388 | $5,858+77.3% | $5,144+101.9% | $4,764+118.1% |
| Participant deferral / active EE | $23,481 | $5,948+294.8% | $5,198+351.8% | $5,851+301.3% |
| Admin fee / account holder | $10,850 | $17,111-36.6% | $13,955-22.2% | $11,599-6.5% |