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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 | $456,730 | $202,342+125.7% | $172,752+164.4% | $152,897+198.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 27.94% | 1029.83%-1001.9pp | 802.97%-775.0pp | 345.43%-317.5pp |
| Employer contribution / active EE | $11,000 | $5,858+87.8% | $5,144+113.8% | $4,764+130.9% |
| Participant deferral / active EE | $14,160 | $5,948+138.1% | $5,198+172.4% | $5,851+142.0% |
| Admin fee / account holder | $3,803 | $17,111-77.8% | $13,955-72.8% | $11,599-67.2% |