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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 | $343,930 | $202,342+70.0% | $172,752+99.1% | $152,897+124.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 22.50% | 1029.83%-1007.3pp | 802.97%-780.5pp | 345.43%-322.9pp |
| Employer contribution / active EE | $13,712 | $5,858+134.1% | $5,144+166.6% | $4,764+187.9% |
| Participant deferral / active EE | $7,821 | $5,948+31.5% | $5,198+50.5% | $5,851+33.7% |
| Admin fee / account holder | $1,321 | $17,111-92.3% | $13,955-90.5% | $11,599-88.6% |