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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 | $490,354 | $202,342+142.3% | $172,753+183.8% | $152,909+220.7% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 18.94% | 1029.88%-1010.9pp | 803.00%-784.1pp | 345.46%-326.5pp |
| Employer contribution / active EE | $4,240 | $5,857-27.6% | $5,144-17.6% | $4,764-11.0% |
| Participant deferral / active EE | $19,000 | $5,948+219.4% | $5,198+265.6% | $5,851+224.7% |
| Admin fee / account holder | $2,630 | $17,112-84.6% | $13,956-81.2% | $11,601-77.3% |