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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 | $430,416 | $202,345+112.7% | $172,755+149.1% | $152,885+181.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.27% | 1029.77%-1008.5pp | 802.94%-781.7pp | 345.39%-324.1pp |
| Employer contribution / active EE | $17,461 | $5,858+198.1% | $5,144+239.4% | $4,763+266.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $17,320 | $17,111+1.2% | $13,955+24.1% | $11,598+49.3% |