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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 | $364,587 | $202,342+80.2% | $172,752+111.0% | $152,897+138.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 17.42% | 1029.83%-1012.4pp | 802.97%-785.6pp | 345.43%-328.0pp |
| Employer contribution / active EE | $9,735 | $5,858+66.2% | $5,144+89.3% | $4,764+104.4% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,620 | $17,111-8.7% | $13,955+11.9% | $11,599+34.7% |