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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 | $717,071 | $150,447+376.6% | $136,298+426.1% | $147,586+385.9% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 17.34% | 1049.15%-1031.8pp | 5156.27%-5138.9pp | 578.59%-561.3pp |
| Employer contribution / active EE | $22,400 | $5,256+326.2% | $4,696+377.0% | $4,876+359.4% |
| Participant deferral / active EE | $21,000 | $6,631+216.7% | $6,247+236.2% | $5,439+286.1% |
| Admin fee / account holder | $5,891 | $10,906-46.0% | $9,244-36.3% | $10,886-45.9% |