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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 | $316,972 | $144,130+119.9% | $117,861+168.9% | $147,586+114.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.49% | 531.20%-520.7pp | 335.11%-324.6pp | 578.59%-568.1pp |
| Employer contribution / active EE | $6,667 | $4,897+36.1% | $3,786+76.1% | $4,876+36.7% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $8,258 | $10,887-24.1% | $8,021+3.0% | $10,886-24.1% |