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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 | $748,271 | $176,105+324.9% | $159,474+369.2% | $167,536+346.6% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 19.50% | 331.91%-312.4pp | 263.68%-244.2pp | 478.82%-459.3pp |
| Employer contribution / active EE | $33,919 | $5,299+540.1% | $4,831+602.1% | $4,839+600.9% |
| Participant deferral / active EE | $12,400 | $7,751+60.0% | $7,353+68.6% | $6,342+95.5% |
| Admin fee / account holder | $2,097 | $12,559-83.3% | $10,802-80.6% | $12,315-83.0% |