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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 | $701,606 | $169,356+314.3% | $129,406+442.2% | $145,897+380.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 16.61% | 14418.62%-14402.0pp | 9468.18%-9451.6pp | 552.29%-535.7pp |
| Employer contribution / active EE | $3,124 | $5,542-43.6% | $4,155-24.8% | $4,663-33.0% |
| Participant deferral / active EE | $21,087 | $4,987+322.9% | $4,167+406.0% | $6,689+215.2% |
| Admin fee / account holder | $4,674 | $9,915-52.9% | $7,689-39.2% | $13,390-65.1% |