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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 | $475,833 | $150,447+216.3% | $136,298+249.1% | $147,586+222.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 24.47% | 1049.15%-1024.7pp | 5156.27%-5131.8pp | 578.59%-554.1pp |
| Employer contribution / active EE | $6,705 | $5,256+27.6% | $4,696+42.8% | $4,876+37.5% |
| Participant deferral / active EE | $10,561 | $6,631+59.3% | $6,247+69.1% | $5,439+94.2% |
| Admin fee / account holder | $21,714 | $10,906+99.1% | $9,244+134.9% | $10,886+99.5% |