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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 | $178,174+67.2% | $156,181+90.8% | $137,256+117.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 335.66% | 84.19%+251.5pp | 64.87%+270.8pp | 220.34%+115.3pp |
| Employer contribution / active EE | $41,234 | $4,972+729.4% | $4,294+860.3% | $4,156+892.2% |
| Participant deferral / active EE | $19,350 | $6,888+180.9% | $6,132+215.5% | $6,407+202.0% |
| Admin fee / account holder | $423 | $17,404-97.6% | $14,586-97.1% | $12,270-96.6% |