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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 | $262,782 | $209,847+25.2% | $189,520+38.7% | $167,518+56.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 18.10% | 748.45%-730.3pp | 555.25%-537.1pp | 478.71%-460.6pp |
| Employer contribution / active EE | $3,364 | $6,913-51.3% | $6,161-45.4% | $4,838-30.5% |
| Participant deferral / active EE | $11,834 | $8,934+32.5% | $8,220+44.0% | $6,342+86.6% |
| Admin fee / account holder | $2,703 | $14,295-81.1% | $12,046-77.6% | $12,312-78.0% |