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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 | $425,645 | $183,968+131.4% | $162,166+162.5% | $152,870+178.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.4%+17.6pp |
| Annual return | 119.69% | 150.77%-31.1pp | 115.59%+4.1pp | 345.34%-225.7pp |
| Employer contribution / active EE | $13,122 | $6,371+106.0% | $5,614+133.8% | $4,763+175.5% |
| Participant deferral / active EE | $15,729 | $8,034+95.8% | $7,298+115.5% | $5,850+168.8% |
| Admin fee / account holder | $1,246 | $13,121-90.5% | $10,842-88.5% | $11,597-89.3% |