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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 | $556,215 | $176,077+215.9% | $159,455+248.8% | $167,518+232.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.66% | 331.83%-318.2pp | 263.63%-250.0pp | 478.71%-465.0pp |
| Employer contribution / active EE | $9,691 | $5,298+82.9% | $4,830+100.6% | $4,838+100.3% |
| Participant deferral / active EE | $7,646 | $7,751-1.4% | $7,353+4.0% | $6,342+20.6% |
| Admin fee / account holder | $16,687 | $12,556+32.9% | $10,800+54.5% | $12,312+35.5% |