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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 | $259,714 | $171,867+51.1% | $149,721+73.5% | $147,586+76.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 16.53% | 2113.36%-2096.8pp | 1501.67%-1485.1pp | 578.59%-562.1pp |
| Employer contribution / active EE | $6,923 | $6,275+10.3% | $5,444+27.2% | $4,876+42.0% |
| Participant deferral / active EE | $7,292 | $7,270+0.3% | $6,568+11.0% | $5,439+34.1% |
| Admin fee / account holder | $11,378 | $13,799-17.5% | $11,282+0.8% | $10,886+4.5% |