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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 | $324,802 | $202,342+60.5% | $172,752+88.0% | $152,897+112.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.35% | 1029.83%-1003.5pp | 802.97%-776.6pp | 345.43%-319.1pp |
| Employer contribution / active EE | $5,413 | $5,858-7.6% | $5,144+5.2% | $4,764+13.6% |
| Participant deferral / active EE | $6,956 | $5,948+16.9% | $5,198+33.8% | $5,851+18.9% |
| Admin fee / account holder | $12,620 | $17,111-26.2% | $13,955-9.6% | $11,599+8.8% |