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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 | $1,448,616 | $150,442+862.9% | $136,295+962.9% | $147,585+881.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 14.41% | 1049.09%-1034.7pp | 5155.97%-5141.6pp | 578.56%-564.2pp |
| Employer contribution / active EE | $21,891 | $5,256+316.5% | $4,695+366.2% | $4,876+348.9% |
| Participant deferral / active EE | $0 | $6,630-100.0% | $6,247-100.0% | $5,439-100.0% |
| Admin fee / account holder | $19,530 | $10,905+79.1% | $9,243+111.3% | $10,885+79.4% |