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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 | $306,686 | $202,345+51.6% | $172,755+77.5% | $152,885+100.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.30% | 1029.77%-1012.5pp | 802.94%-785.6pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,697 | $5,858-71.0% | $5,144-67.0% | $4,763-64.4% |
| Participant deferral / active EE | $10,000 | $5,948+68.1% | $5,198+92.4% | $5,851+70.9% |
| Admin fee / account holder | $1,889 | $17,111-89.0% | $13,955-86.5% | $11,598-83.7% |