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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 | $149,040+966.4% | $120,225+1222.0% | $137,256+1058.0% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 469.99% | 605.68%-135.7pp | 439.23%+30.8pp | 220.34%+249.7pp |
| Employer contribution / active EE | $8,000 | $4,350+83.9% | $3,475+130.2% | $4,156+92.5% |
| Participant deferral / active EE | $20,667 | $4,655+344.0% | $3,999+416.8% | $6,407+222.6% |
| Admin fee / account holder | $8,189 | $6,348+29.0% | $5,696+43.8% | $12,270-33.3% |