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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 | $99,017+592.8% | $86,587+692.3% | $147,585+364.8% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 13.21% | 1312.37%-1299.2pp | 964.86%-951.6pp | 578.56%-565.3pp |
| Employer contribution / active EE | $17,529 | $3,132+459.7% | $2,839+517.4% | $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 | $5,710+113.4% | $4,906+148.4% | $10,885+11.9% |