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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 | $627,211 | $180,466+247.6% | $154,114+307.0% | $135,382+363.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | 19.29% | 888.15%-868.9pp | 735.16%-715.9pp | 519.77%-500.5pp |
| Employer contribution / active EE | $62,276 | $6,035+931.8% | $5,298+1075.5% | $4,779+1203.2% |
| Participant deferral / active EE | $0 | $5,806-100.0% | $5,081-100.0% | $5,609-100.0% |
| Admin fee / account holder | $77,277 | $16,144+378.7% | $13,411+476.2% | $10,829+613.6% |