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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 | $622,505 | $165,939+275.1% | $122,354+408.8% | $147,586+321.8% |
| Participation rate | 100.0% | 79.6%+20.4pp | 71.6%+28.4pp | 82.8%+17.2pp |
| Annual return | 188.45% | 34.56%+153.9pp | 30.28%+158.2pp | 578.59%-390.1pp |
| Employer contribution / active EE | $13,650 | $5,754+137.2% | $4,051+237.0% | $4,876+179.9% |
| Participant deferral / active EE | $14,118 | $4,005+252.5% | $3,287+329.5% | $5,439+159.6% |
| Admin fee / account holder | $24,192 | $7,425+225.8% | $5,479+341.6% | $10,886+122.2% |