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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 | $208,088+269.4% | $186,193+312.9% | $154,746+396.8% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 267.74% | 89.97%+177.8pp | 78.03%+189.7pp | 172.34%+95.4pp |
| Employer contribution / active EE | $7,366 | $4,340+69.7% | $3,918+88.0% | $4,379+68.2% |
| Participant deferral / active EE | $4,700 | $7,078-33.6% | $6,513-27.8% | $6,730-30.2% |
| Admin fee / account holder | $2,105 | $11,698-82.0% | $11,058-81.0% | $14,365-85.3% |