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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 | $160,040+95.1% | $147,096+112.3% | $145,877+114.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.77% | 98.49%-82.7pp | 419.75%-404.0pp | 551.28%-535.5pp |
| Employer contribution / active EE | $41,920 | $5,289+692.5% | $4,936+749.3% | $4,663+799.0% |
| Participant deferral / active EE | $30,420 | $8,429+260.9% | $8,071+276.9% | $6,691+354.7% |
| Admin fee / account holder | $1,147 | $15,050-92.4% | $13,005-91.2% | $13,402-91.4% |