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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 | $586,106 | $144,130+306.7% | $117,861+397.3% | $147,586+297.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 13.53% | 531.20%-517.7pp | 335.11%-321.6pp | 578.59%-565.1pp |
| Employer contribution / active EE | $6,667 | $4,897+36.1% | $3,786+76.1% | $4,876+36.7% |
| Participant deferral / active EE | $3,987 | $5,316-25.0% | $4,482-11.1% | $5,439-26.7% |
| Admin fee / account holder | $4,110 | $10,887-62.2% | $8,021-48.8% | $10,886-62.2% |