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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 | $1,215,571 | $202,342+500.7% | $172,753+603.6% | $152,909+695.0% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.47% | 1029.88%-1005.4pp | 803.00%-778.5pp | 345.46%-321.0pp |
| Employer contribution / active EE | $1,667 | $5,857-71.5% | $5,144-67.6% | $4,764-65.0% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,198-100.0% | $5,851-100.0% |
| Admin fee / account holder | $3,209 | $17,112-81.2% | $13,956-77.0% | $11,601-72.3% |