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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 | $297,986 | $254,759+17.0% | $216,567+37.6% | $198,609+50.0% |
| Participation rate | 100.0% | 84.5%+15.5pp | 81.6%+18.4pp | 82.4%+17.6pp |
| Annual return | 335.66% | 10.04%+325.6pp | 12.94%+322.7pp | 202.70%+133.0pp |
| Employer contribution / active EE | $41,234 | $6,096+576.4% | $5,216+690.6% | $5,055+715.6% |
| Participant deferral / active EE | $19,350 | $6,948+178.5% | $6,191+212.6% | $6,977+177.3% |
| Admin fee / account holder | $423 | $26,311-98.4% | $21,981-98.1% | $19,030-97.8% |