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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 | $561,468 | $150,447+273.2% | $136,298+311.9% | $147,586+280.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 12.99% | 1049.15%-1036.2pp | 5156.27%-5143.3pp | 578.59%-565.6pp |
| Employer contribution / active EE | $7,284 | $5,256+38.6% | $4,696+55.1% | $4,876+49.4% |
| Participant deferral / active EE | $10,672 | $6,631+60.9% | $6,247+70.8% | $5,439+96.2% |
| Admin fee / account holder | $6,479 | $10,906-40.6% | $9,244-29.9% | $10,886-40.5% |