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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 | $769,292 | $88,778+766.5% | $81,844+840.0% | $145,884+427.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.69% | 1033.03%-1018.3pp | 778.87%-764.2pp | 551.85%-537.2pp |
| Employer contribution / active EE | $28,223 | $3,087+814.2% | $2,916+867.7% | $4,662+505.3% |
| Participant deferral / active EE | $30,500 | $4,648+556.2% | $4,323+605.5% | $6,690+355.9% |
| Admin fee / account holder | $6,594 | $8,430-21.8% | $7,355-10.4% | $13,392-50.8% |