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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 | $477,644 | $176,120+171.2% | $159,487+199.5% | $167,553+185.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.94% | 331.95%-320.0pp | 263.71%-251.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $4,049 | $5,299-23.6% | $4,831-16.2% | $4,840-16.3% |
| Participant deferral / active EE | $6,162 | $7,752-20.5% | $7,354-16.2% | $6,343-2.8% |
| Admin fee / account holder | $2,485 | $12,561-80.2% | $10,804-77.0% | $12,316-79.8% |