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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 | $447,806 | $180,466+148.1% | $154,114+190.6% | $135,382+230.8% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 59.61% | 888.15%-828.5pp | 735.16%-675.6pp | 519.77%-460.2pp |
| Employer contribution / active EE | $8,000 | $6,035+32.6% | $5,298+51.0% | $4,779+67.4% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,411 | $16,144-91.3% | $13,411-89.5% | $10,829-87.0% |