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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 | $281,902 | $202,342+39.3% | $172,752+63.2% | $152,897+84.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 19.66% | 1029.83%-1010.2pp | 802.97%-783.3pp | 345.43%-325.8pp |
| Employer contribution / active EE | $5,554 | $5,858-5.2% | $5,144+8.0% | $4,764+16.6% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,903 | $17,111-77.2% | $13,955-72.0% | $11,599-66.4% |