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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 | $613,128 | $209,888+192.1% | $189,545+223.5% | $167,553+265.9% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 17.65% | 748.66%-731.0pp | 555.36%-537.7pp | 478.89%-461.2pp |
| Employer contribution / active EE | $33,271 | $6,915+381.1% | $6,162+439.9% | $4,840+587.5% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,343-100.0% |
| Admin fee / account holder | $24,163 | $14,300+69.0% | $12,049+100.5% | $12,316+96.2% |