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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 | $343,270 | $183,592+87.0% | $155,567+120.7% | $145,959+135.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 1308.84% | 61.24%+1247.6pp | 64.74%+1244.1pp | 561.95%+746.9pp |
| Employer contribution / active EE | $7,189 | $5,315+35.3% | $4,674+53.8% | $4,661+54.2% |
| Participant deferral / active EE | $7,638 | $6,464+18.2% | $5,628+35.7% | $6,689+14.2% |
| Admin fee / account holder | $3,569 | $19,318-81.5% | $15,916-77.6% | $13,398-73.4% |