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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 | $307,894 | $202,345+52.2% | $172,755+78.2% | $152,885+101.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.98% | 1029.77%-1009.8pp | 802.94%-783.0pp | 345.39%-325.4pp |
| Employer contribution / active EE | $2,804 | $5,858-52.1% | $5,144-45.5% | $4,763-41.1% |
| Participant deferral / active EE | $15,968 | $5,948+168.5% | $5,198+207.2% | $5,851+172.9% |
| Admin fee / account holder | $150,188 | $17,111+777.7% | $13,955+976.2% | $11,598+1194.9% |