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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 | $154,754+927.0% | $124,206+1179.6% | $138,895+1044.3% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 469.99% | 709.28%-239.3pp | 515.27%-45.3pp | 145.39%+324.6pp |
| Employer contribution / active EE | $8,000 | $4,446+79.9% | $3,540+126.0% | $4,194+90.7% |
| Participant deferral / active EE | $20,667 | $4,621+347.2% | $3,968+420.9% | $6,396+223.1% |
| Admin fee / account holder | $8,189 | $6,690+22.4% | $5,929+38.1% | $12,562-34.8% |