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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 | $686,006 | $99,011+592.9% | $86,582+692.3% | $147,586+364.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.21% | 1312.75%-1299.5pp | 965.08%-951.9pp | 578.59%-565.4pp |
| Employer contribution / active EE | $17,529 | $3,132+459.6% | $2,839+517.3% | $4,876+259.5% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,184 | $5,709+113.4% | $4,904+148.5% | $10,886+11.9% |