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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 | $963,411 | $104,520+821.7% | $76,823+1154.1% | $152,885+530.2% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.1%+27.9pp | 82.5%+17.5pp |
| Annual return | 18.76% | 1014.03%-995.3pp | 1166.42%-1147.7pp | 345.39%-326.6pp |
| Employer contribution / active EE | $25,333 | $3,117+712.8% | $2,302+1000.4% | $4,763+431.9% |
| Participant deferral / active EE | $0 | $4,236-100.0% | $3,336-100.0% | $5,851-100.0% |
| Admin fee / account holder | $10,082 | $12,283-17.9% | $6,422+57.0% | $11,598-13.1% |