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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 | $664,385 | $209,847+216.6% | $189,520+250.6% | $167,518+296.6% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 22.94% | 748.45%-725.5pp | 555.25%-532.3pp | 478.71%-455.8pp |
| Employer contribution / active EE | $7,285 | $6,913+5.4% | $6,161+18.2% | $4,838+50.6% |
| Participant deferral / active EE | $22,031 | $8,934+146.6% | $8,220+168.0% | $6,342+247.4% |
| Admin fee / account holder | $3,668 | $14,295-74.3% | $12,046-69.6% | $12,312-70.2% |