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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 | $599,167 | $198,461+201.9% | $170,436+251.5% | $147,585+306.0% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.26% | 257.30%-238.0pp | 205.94%-186.7pp | 578.57%-559.3pp |
| Employer contribution / active EE | $24,651 | $6,184+298.7% | $5,433+353.8% | $4,876+405.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,939-100.0% | $5,439-100.0% |
| Admin fee / account holder | $3,880 | $16,852-77.0% | $13,880-72.0% | $10,885-64.4% |