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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 | $312,238 | $160,028+95.1% | $147,080+112.3% | $145,884+114.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $41,920 | $5,286+693.1% | $4,933+749.7% | $4,662+799.1% |
| Participant deferral / active EE | $30,420 | $8,422+261.2% | $8,066+277.1% | $6,690+354.7% |
| Admin fee / account holder | $1,147 | $15,030-92.4% | $12,989-91.2% | $13,392-91.4% |