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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 | $768,726 | $180,749+325.3% | $160,784+378.1% | $137,256+460.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 267.74% | 2234.46%-1966.7pp | 1803.92%-1536.2pp | 220.34%+47.4pp |
| Employer contribution / active EE | $7,366 | $4,155+77.3% | $3,733+97.3% | $4,156+77.2% |
| Participant deferral / active EE | $4,700 | $6,844-31.3% | $6,293-25.3% | $6,407-26.6% |
| Admin fee / account holder | $2,105 | $10,397-79.8% | $9,717-78.3% | $12,270-82.8% |