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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 | $607,571 | $202,342+200.3% | $172,753+251.7% | $152,909+297.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.49% | 1029.88%-1005.4pp | 803.00%-778.5pp | 345.46%-321.0pp |
| Employer contribution / active EE | $7,916 | $5,857+35.2% | $5,144+53.9% | $4,764+66.2% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $5,188 | $17,112-69.7% | $13,956-62.8% | $11,601-55.3% |