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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 | $642,602 | $169,356+279.4% | $129,406+396.6% | $145,897+340.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.52% | 14418.62%-14399.1pp | 9468.18%-9448.7pp | 552.29%-532.8pp |
| Employer contribution / active EE | $25,000 | $5,542+351.1% | $4,155+501.6% | $4,663+436.2% |
| Participant deferral / active EE | $26,000 | $4,987+421.4% | $4,167+523.9% | $6,689+288.7% |
| Admin fee / account holder | $9,424 | $9,915-4.9% | $7,689+22.6% | $13,390-29.6% |