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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 | $474,300 | $102,595+362.3% | $94,057+404.3% | $154,746+206.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 80.7%+19.3pp |
| Annual return | 45.76% | 583.42%-537.7pp | 480.62%-434.9pp | 172.34%-126.6pp |
| Employer contribution / active EE | $3,883 | $3,147+23.4% | $2,933+32.4% | $4,379-11.3% |
| Participant deferral / active EE | $34,632 | $5,118+576.6% | $4,709+635.4% | $6,730+414.6% |
| Admin fee / account holder | $67,098 | $7,736+767.4% | $7,244+826.2% | $14,365+367.1% |