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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 | $427,487 | $168,635+153.5% | $147,617+189.6% | $125,389+240.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 348.31% | 77.65%+270.7pp | 61.98%+286.3pp | 282.24%+66.1pp |
| Employer contribution / active EE | $9,602 | $6,252+53.6% | $5,564+72.6% | $4,866+97.3% |
| Participant deferral / active EE | $9,771 | $5,507+77.4% | $4,895+99.6% | $5,352+82.6% |
| Admin fee / account holder | $19,251 | $13,580+41.8% | $11,612+65.8% | $9,541+101.8% |