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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 | $609,866 | $109,905+454.9% | $98,506+519.1% | $167,553+264.0% |
| Participation rate | 83.3% | 75.8%+7.5pp | 73.3%+10.0pp | 82.1%+1.2pp |
| Annual return | 15.33% | 1960.20%-1944.9pp | 1494.92%-1479.6pp | 478.89%-463.6pp |
| Employer contribution / active EE | $3,389 | $3,226+5.1% | $2,961+14.4% | $4,840-30.0% |
| Participant deferral / active EE | $3,759 | $4,674-19.6% | $4,277-12.1% | $6,343-40.7% |
| Admin fee / account holder | $1,484 | $6,760-78.1% | $5,955-75.1% | $12,316-88.0% |