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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 | $796,583 | $171,865+363.5% | $149,718+432.1% | $147,585+439.7% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 15.11% | 2113.29%-2098.2pp | 1501.67%-1486.6pp | 578.56%-563.5pp |
| Employer contribution / active EE | $30,099 | $6,275+379.7% | $5,445+452.8% | $4,876+517.2% |
| Participant deferral / active EE | $4,850 | $7,270-33.3% | $6,569-26.2% | $5,439-10.8% |
| Admin fee / account holder | $3,142 | $13,799-77.2% | $11,283-72.2% | $10,885-71.1% |