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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 | $407,071 | $169,161+140.6% | $129,295+214.8% | $145,959+178.9% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 12.91% | 14348.07%-14335.2pp | 9429.28%-9416.4pp | 561.95%-549.0pp |
| Employer contribution / active EE | $7,285 | $5,543+31.4% | $4,157+75.2% | $4,661+56.3% |
| Participant deferral / active EE | $0 | $4,989-100.0% | $4,169-100.0% | $6,689-100.0% |
| Admin fee / account holder | $26,029 | $9,878+163.5% | $7,665+239.6% | $13,398+94.3% |