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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 | $336,597 | $183,988+82.9% | $162,177+107.5% | $152,897+120.1% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 28.74% | 150.79%-122.0pp | 115.60%-86.9pp | 345.43%-316.7pp |
| Employer contribution / active EE | $16,725 | $6,370+162.6% | $5,613+198.0% | $4,764+251.1% |
| Participant deferral / active EE | $12,574 | $8,032+56.5% | $7,297+72.3% | $5,851+114.9% |
| Admin fee / account holder | $28,678 | $13,123+118.5% | $10,843+164.5% | $11,599+147.2% |