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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 | $199,109+49.7% | $173,730+71.5% | $154,746+92.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 335.66% | 20.02%+315.6pp | 19.96%+315.7pp | 172.34%+163.3pp |
| Employer contribution / active EE | $41,234 | $5,311+676.4% | $4,577+800.8% | $4,379+841.6% |
| Participant deferral / active EE | $19,350 | $7,113+172.1% | $6,326+205.9% | $6,730+187.5% |
| Admin fee / account holder | $423 | $20,916-98.0% | $17,523-97.6% | $14,365-97.1% |