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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 | $1,303,550 | $150,447+766.5% | $136,298+856.4% | $147,586+783.2% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.12% | 1049.15%-1034.0pp | 5156.27%-5141.1pp | 578.59%-563.5pp |
| Employer contribution / active EE | $9,561 | $5,256+81.9% | $4,696+103.6% | $4,876+96.1% |
| Participant deferral / active EE | $8,000 | $6,631+20.7% | $6,247+28.1% | $5,439+47.1% |
| Admin fee / account holder | $131,867 | $10,906+1109.1% | $9,244+1326.5% | $10,886+1111.4% |