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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 | $255,106 | $159,978+59.5% | $147,041+73.5% | $145,978+74.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.99% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $6,343 | $5,288+19.9% | $4,935+28.5% | $4,662+36.1% |
| Participant deferral / active EE | $19,116 | $8,429+126.8% | $8,071+136.9% | $6,690+185.8% |
| Admin fee / account holder | $18,185 | $15,053+20.8% | $13,006+39.8% | $13,400+35.7% |