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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 | $420,805 | $202,342+108.0% | $172,753+143.6% | $152,909+175.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 26.19% | 1029.88%-1003.7pp | 803.00%-776.8pp | 345.46%-319.3pp |
| Employer contribution / active EE | $3,613 | $5,857-38.3% | $5,144-29.8% | $4,764-24.2% |
| Participant deferral / active EE | $11,631 | $5,948+95.5% | $5,198+123.8% | $5,851+98.8% |
| Admin fee / account holder | $357 | $17,112-97.9% | $13,956-97.4% | $11,601-96.9% |