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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 | $737,367 | $135,645+443.6% | $110,243+568.9% | $135,380+444.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | 16.84% | 513.24%-496.4pp | 314.76%-297.9pp | 519.81%-503.0pp |
| Employer contribution / active EE | $13,421 | $4,907+173.5% | $3,827+250.7% | $4,779+180.8% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,672+156.8% | $5,609+113.9% |
| Admin fee / account holder | $22,782 | $11,458+98.8% | $8,548+166.5% | $10,828+110.4% |