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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 | $578,928 | $183,978+214.7% | $162,171+257.0% | $152,885+278.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 26.08% | 150.78%-124.7pp | 115.60%-89.5pp | 345.39%-319.3pp |
| Employer contribution / active EE | $30,835 | $6,370+384.1% | $5,613+449.3% | $4,763+547.4% |
| Participant deferral / active EE | $0 | $8,033-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $23,949 | $13,122+82.5% | $10,843+120.9% | $11,598+106.5% |