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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 | $284,710 | $162,136+75.6% | $152,301+86.9% | $154,746+84.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 935.20% | 91.02%+844.2pp | 80.50%+854.7pp | 172.34%+762.9pp |
| Employer contribution / active EE | $3,546 | $4,890-27.5% | $4,624-23.3% | $4,379-19.0% |
| Participant deferral / active EE | $18,371 | $8,341+120.3% | $8,004+129.5% | $6,730+173.0% |
| Admin fee / account holder | $2,086 | $15,759-86.8% | $14,398-85.5% | $14,365-85.5% |