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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 | $1,723,727 | $171,492+905.1% | $150,734+1043.6% | $198,609+767.9% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 127.97% | 804.70%-676.7pp | 600.81%-472.8pp | 202.70%-74.7pp |
| Employer contribution / active EE | $33,250 | $5,470+507.9% | $4,918+576.1% | $5,055+557.7% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $4,000 | $17,628-77.3% | $14,905-73.2% | $19,030-79.0% |