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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 | $275,545 | $202,342+36.2% | $172,752+59.5% | $152,897+80.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.45% | 1029.83%-1010.4pp | 802.97%-783.5pp | 345.43%-326.0pp |
| Employer contribution / active EE | $10,092 | $5,858+72.3% | $5,144+96.2% | $4,764+111.9% |
| Participant deferral / active EE | $12,571 | $5,948+111.3% | $5,198+141.9% | $5,851+114.8% |
| Admin fee / account holder | $917 | $17,111-94.6% | $13,955-93.4% | $11,599-92.1% |