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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 | $831,724 | $175,231+374.6% | $149,696+455.6% | $139,466+496.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.04% | 166.77%-133.7pp | 134.46%-101.4pp | 373.66%-340.6pp |
| Employer contribution / active EE | $22,347 | $5,478+307.9% | $4,821+363.6% | $4,754+370.1% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,712-100.0% |
| Admin fee / account holder | $32,822 | $16,155+103.2% | $13,212+148.4% | $11,409+187.7% |