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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 | $634,789 | $209,847+202.5% | $189,520+234.9% | $167,518+278.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 25.70% | 748.45%-722.7pp | 555.25%-529.5pp | 478.71%-453.0pp |
| Employer contribution / active EE | $5,391 | $6,913-22.0% | $6,161-12.5% | $4,838+11.4% |
| Participant deferral / active EE | $8,267 | $8,934-7.5% | $8,220+0.6% | $6,342+30.4% |
| Admin fee / account holder | $3,815 | $14,295-73.3% | $12,046-68.3% | $12,312-69.0% |