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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 | $320,769 | $202,345+58.5% | $172,755+85.7% | $152,885+109.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.61% | 1029.77%-1004.2pp | 802.94%-777.3pp | 345.39%-319.8pp |
| Employer contribution / active EE | $6,822 | $5,858+16.5% | $5,144+32.6% | $4,763+43.2% |
| Participant deferral / active EE | $5,191 | $5,948-12.7% | $5,198-0.1% | $5,851-11.3% |
| Admin fee / account holder | $2,198 | $17,111-87.2% | $13,955-84.3% | $11,598-81.1% |