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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 | $944,748 | $202,440+366.7% | $169,390+457.7% | $139,466+577.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 75.00% | 532.36%-457.4pp | 406.07%-331.1pp | 373.66%-298.7pp |
| Employer contribution / active EE | $23,917 | $4,693+409.6% | $4,013+496.0% | $4,754+403.1% |
| Participant deferral / active EE | $25,000 | $6,940+260.2% | $6,222+301.8% | $6,712+272.5% |
| Admin fee / account holder | $12,777 | $10,722+19.2% | $9,015+41.7% | $11,409+12.0% |