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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 | $477,563 | $209,888+127.5% | $189,545+152.0% | $167,553+185.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 24.02% | 748.66%-724.6pp | 555.36%-531.3pp | 478.89%-454.9pp |
| Employer contribution / active EE | $15,011 | $6,915+117.1% | $6,162+143.6% | $4,840+210.2% |
| Participant deferral / active EE | $14,511 | $8,934+62.4% | $8,220+76.5% | $6,343+128.8% |
| Admin fee / account holder | $32,446 | $14,300+126.9% | $12,049+169.3% | $12,316+163.4% |