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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 | $1,589,368 | $162,529+877.9% | $130,788+1115.2% | $154,746+927.1% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 469.99% | 510.48%-40.5pp | 386.44%+83.6pp | 172.34%+297.7pp |
| Employer contribution / active EE | $8,000 | $4,447+79.9% | $3,558+124.8% | $4,379+82.7% |
| Participant deferral / active EE | $20,667 | $4,808+329.8% | $4,137+399.5% | $6,730+207.1% |
| Admin fee / account holder | $8,189 | $7,669+6.8% | $6,673+22.7% | $14,365-43.0% |