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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 | $388,569 | $144,130+169.6% | $117,861+229.7% | $147,586+163.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 14.61% | 531.20%-516.6pp | 335.11%-320.5pp | 578.59%-564.0pp |
| Employer contribution / active EE | $7,473 | $4,897+52.6% | $3,786+97.4% | $4,876+53.2% |
| Participant deferral / active EE | $24,000 | $5,316+351.4% | $4,482+435.5% | $5,439+341.3% |
| Admin fee / account holder | $18,857 | $10,887+73.2% | $8,021+135.1% | $10,886+73.2% |