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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 | $934,368 | $209,888+345.2% | $189,545+393.0% | $167,553+457.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 13.00% | 748.66%-735.7pp | 555.36%-542.4pp | 478.89%-465.9pp |
| Employer contribution / active EE | $12,426 | $6,915+79.7% | $6,162+101.7% | $4,840+156.8% |
| Participant deferral / active EE | $16,000 | $8,934+79.1% | $8,220+94.6% | $6,343+152.3% |
| Admin fee / account holder | $5,323 | $14,300-62.8% | $12,049-55.8% | $12,316-56.8% |