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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 | $1,066,662 | $144,130+640.1% | $117,861+805.0% | $147,586+622.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 16.56% | 531.20%-514.6pp | 335.11%-318.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $21,000 | $4,897+328.8% | $3,786+454.6% | $4,876+330.6% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $40,000 | $10,887+267.4% | $8,021+398.7% | $10,886+267.5% |