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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 | $861,609 | $157,296+447.8% | $141,191+510.2% | $152,897+463.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 174.68% | 64.34%+110.3pp | 71.41%+103.3pp | 345.43%-170.7pp |
| Employer contribution / active EE | $6,789 | $5,262+29.0% | $4,736+43.3% | $4,764+42.5% |
| Participant deferral / active EE | $12,000 | $7,111+68.8% | $6,710+78.8% | $5,851+105.1% |
| Admin fee / account holder | $920 | $12,125-92.4% | $10,264-91.0% | $11,599-92.1% |