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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 | $297,744 | $127,387+133.7% | $115,038+158.8% | $125,389+137.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | 723.22% | 31.28%+691.9pp | 26.14%+697.1pp | 282.24%+441.0pp |
| Employer contribution / active EE | $36,145 | $5,166+599.6% | $4,608+684.4% | $4,866+642.8% |
| Participant deferral / active EE | $0 | $6,423-100.0% | $6,026-100.0% | $5,352-100.0% |
| Admin fee / account holder | $978 | $9,516-89.7% | $8,175-88.0% | $9,541-89.8% |