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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 | $802,200 | $149,040+438.2% | $120,225+567.3% | $137,256+484.5% |
| Participation rate | 100.0% | 75.4%+24.6pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 361.96% | 605.68%-243.7pp | 439.23%-77.3pp | 220.34%+141.6pp |
| Employer contribution / active EE | $10,265 | $4,350+136.0% | $3,475+195.4% | $4,156+147.0% |
| Participant deferral / active EE | $13,625 | $4,655+192.7% | $3,999+240.7% | $6,407+112.7% |
| Admin fee / account holder | $2,433 | $6,348-61.7% | $5,696-57.3% | $12,270-80.2% |