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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 | $613,185 | $150,445+307.6% | $136,297+349.9% | $147,585+315.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.39% | 1049.14%-1033.7pp | 5156.16%-5140.8pp | 578.57%-563.2pp |
| Employer contribution / active EE | $13,997 | $5,256+166.3% | $4,696+198.1% | $4,876+187.0% |
| Participant deferral / active EE | $15,274 | $6,631+130.4% | $6,247+144.5% | $5,439+180.8% |
| Admin fee / account holder | $5,257 | $10,906-51.8% | $9,244-43.1% | $10,885-51.7% |