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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 | $753,857 | $90,530+732.7% | $76,030+891.5% | $145,897+416.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 10.18% | 625.08%-614.9pp | 361.54%-351.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $10,463 | $3,319+215.2% | $2,688+289.3% | $4,663+124.4% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $4,257-100.0% | $6,689-100.0% |
| Admin fee / account holder | $24,382 | $8,383+190.8% | $6,421+279.7% | $13,390+82.1% |