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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 | $281,210 | $171,867+63.6% | $149,721+87.8% | $147,586+90.5% |
| Participation rate | 84.6% | 88.2%-3.6pp | 87.1%-2.5pp | 82.8%+1.8pp |
| Annual return | 16.98% | 2113.36%-2096.4pp | 1501.67%-1484.7pp | 578.59%-561.6pp |
| Employer contribution / active EE | $6,469 | $6,275+3.1% | $5,444+18.8% | $4,876+32.7% |
| Participant deferral / active EE | $7,623 | $7,270+4.8% | $6,568+16.1% | $5,439+40.2% |
| Admin fee / account holder | $19,609 | $13,799+42.1% | $11,282+73.8% | $10,886+80.1% |