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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 | $544,611 | $202,342+169.2% | $172,753+215.3% | $152,909+256.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 37.31% | 1029.88%-992.6pp | 803.00%-765.7pp | 345.46%-308.2pp |
| Employer contribution / active EE | $11,149 | $5,857+90.3% | $5,144+116.7% | $4,764+134.0% |
| Participant deferral / active EE | $8,167 | $5,948+37.3% | $5,198+57.1% | $5,851+39.6% |
| Admin fee / account holder | $9,619 | $17,112-43.8% | $13,956-31.1% | $11,601-17.1% |