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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 | $266,928 | $202,342+31.9% | $172,752+54.5% | $152,897+74.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.96% | 1029.83%-1012.9pp | 802.97%-786.0pp | 345.43%-328.5pp |
| Employer contribution / active EE | $5,059 | $5,858-13.6% | $5,144-1.7% | $4,764+6.2% |
| Participant deferral / active EE | $8,614 | $5,948+44.8% | $5,198+65.7% | $5,851+47.2% |
| Admin fee / account holder | $4,689 | $17,111-72.6% | $13,955-66.4% | $11,599-59.6% |