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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 | $486,825 | $202,342+140.6% | $172,752+181.8% | $152,897+218.4% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 30.34% | 1029.83%-999.5pp | 802.97%-772.6pp | 345.43%-315.1pp |
| Employer contribution / active EE | $10,000 | $5,858+70.7% | $5,144+94.4% | $4,764+109.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,718 | $17,111-72.4% | $13,955-66.2% | $11,599-59.3% |