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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 | $311,393 | $202,342+53.9% | $172,753+80.3% | $152,909+103.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 16.73% | 1029.88%-1013.1pp | 803.00%-786.3pp | 345.46%-328.7pp |
| Employer contribution / active EE | $2,734 | $5,857-53.3% | $5,144-46.8% | $4,764-42.6% |
| Participant deferral / active EE | $8,238 | $5,948+38.5% | $5,198+58.5% | $5,851+40.8% |
| Admin fee / account holder | $3,264 | $17,112-80.9% | $13,956-76.6% | $11,601-71.9% |