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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 | $594,658 | $176,077+237.7% | $159,455+272.9% | $167,518+255.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.24% | 331.83%-313.6pp | 263.63%-245.4pp | 478.71%-460.5pp |
| Employer contribution / active EE | $15,089 | $5,298+184.8% | $4,830+212.4% | $4,838+211.8% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $60,434 | $12,556+381.3% | $10,800+459.6% | $12,312+390.8% |