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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 | $277,580 | $63,861+334.7% | $104,639+165.3% | $79,856+247.6% |
| Participation rate | 97.4% | 64.9%+32.5pp | 74.1%+23.4pp | 69.6%+27.8pp |
| Annual return | 238.35% | 21.30%+217.0pp | 340.67%-102.3pp | 31.71%+206.6pp |
| Employer contribution / active EE | $3,127 | $1,588+96.9% | $2,682+16.6% | $2,471+26.5% |
| Participant deferral / active EE | $0 | $2,693-100.0% | $3,738-100.0% | $3,741-100.0% |
| Admin fee / account holder | $641 | $4,185-84.7% | $6,465-90.1% | $5,306-87.9% |