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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 | $202,326+46.3% | $172,745+71.3% | $152,870+93.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 25.36% | 1029.72%-1004.4pp | 802.90%-777.5pp | 345.34%-320.0pp |
| Employer contribution / active EE | $3,117 | $5,858-46.8% | $5,144-39.4% | $4,763-34.5% |
| Participant deferral / active EE | $12,790 | $5,948+115.0% | $5,197+146.1% | $5,850+118.6% |
| Admin fee / account holder | $485 | $17,110-97.2% | $13,954-96.5% | $11,597-95.8% |