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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 | $155,555+73.2% | $146,866+83.4% | $155,188+73.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 291.15% | 115.41%+175.7pp | 102.85%+188.3pp | 148.84%+142.3pp |
| Employer contribution / active EE | $6,596 | $4,647+41.9% | $4,425+49.1% | $4,248+55.3% |
| Participant deferral / active EE | $16,298 | $8,044+102.6% | $7,759+110.0% | $6,531+149.5% |
| Admin fee / account holder | $13,632 | $14,755-7.6% | $13,620+0.1% | $14,480-5.9% |