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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 | $671,371 | $117,859+469.6% | $102,438+555.4% | $145,959+360.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 659.38% | 31.72%+627.7pp | 29.37%+630.0pp | 561.95%+97.4pp |
| Employer contribution / active EE | $12,601 | $3,615+248.6% | $3,024+316.8% | $4,661+170.4% |
| Participant deferral / active EE | $0 | $5,732-100.0% | $5,054-100.0% | $6,689-100.0% |
| Admin fee / account holder | $28,458 | $13,318+113.7% | $9,448+201.2% | $13,398+112.4% |