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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 | $466,118 | $180,459+158.3% | $154,108+202.5% | $135,380+244.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 11.50% | 888.21%-876.7pp | 735.21%-723.7pp | 519.81%-508.3pp |
| Employer contribution / active EE | $12,870 | $6,035+113.3% | $5,298+143.0% | $4,779+169.3% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $7,516 | $16,145-53.4% | $13,411-44.0% | $10,828-30.6% |