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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 | $269,419 | $156,398+72.3% | $147,318+82.9% | $138,895+94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 291.15% | 78.75%+212.4pp | 70.43%+220.7pp | 145.39%+145.8pp |
| Employer contribution / active EE | $6,596 | $4,853+35.9% | $4,593+43.6% | $4,194+57.3% |
| Participant deferral / active EE | $16,298 | $8,237+97.9% | $7,906+106.1% | $6,396+154.8% |
| Admin fee / account holder | $13,632 | $14,976-9.0% | $13,708-0.5% | $12,562+8.5% |