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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 | $484,523 | $159,978+202.9% | $147,041+229.5% | $145,978+231.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.10% | 98.36%-85.3pp | 419.21%-406.1pp | 550.52%-537.4pp |
| Employer contribution / active EE | $17,854 | $5,288+237.6% | $4,935+261.8% | $4,662+283.0% |
| Participant deferral / active EE | $0 | $8,429-100.0% | $8,071-100.0% | $6,690-100.0% |
| Admin fee / account holder | $17,680 | $15,053+17.5% | $13,006+35.9% | $13,400+31.9% |