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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 | $610,438 | $176,120+246.6% | $159,487+282.8% | $167,553+264.3% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.59% | 331.95%-319.4pp | 263.71%-251.1pp | 478.89%-466.3pp |
| Employer contribution / active EE | $23,642 | $5,299+346.1% | $4,831+389.4% | $4,840+388.5% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $929 | $12,561-92.6% | $10,804-91.4% | $12,316-92.5% |