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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 | $295,952 | $202,342+46.3% | $172,753+71.3% | $152,909+93.5% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 25.36% | 1029.88%-1004.5pp | 803.00%-777.6pp | 345.46%-320.1pp |
| Employer contribution / active EE | $3,117 | $5,857-46.8% | $5,144-39.4% | $4,764-34.6% |
| Participant deferral / active EE | $12,790 | $5,948+115.0% | $5,198+146.1% | $5,851+118.6% |
| Admin fee / account holder | $485 | $17,112-97.2% | $13,956-96.5% | $11,601-95.8% |