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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 | $521,557 | $135,639+284.5% | $110,241+373.1% | $135,382+285.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 8.23% | 513.21%-505.0pp | 314.75%-306.5pp | 519.77%-511.5pp |
| Employer contribution / active EE | $9,072 | $4,907+84.9% | $3,827+137.1% | $4,779+89.8% |
| Participant deferral / active EE | $0 | $5,507-100.0% | $4,672-100.0% | $5,609-100.0% |
| Admin fee / account holder | $18,226 | $11,457+59.1% | $8,548+113.2% | $10,829+68.3% |