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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 | $435,631 | $138,102+215.4% | $125,381+247.4% | $134,532+223.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 25.94% | 750.73%-724.8pp | 572.31%-546.4pp | 418.27%-392.3pp |
| Employer contribution / active EE | $9,864 | $5,245+88.0% | $4,815+104.8% | $4,741+108.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $15,659 | $11,568+35.4% | $10,007+56.5% | $11,429+37.0% |