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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 | $693,566 | $169,336+309.6% | $129,384+436.1% | $145,884+375.4% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 18.11% | 14408.70%-14390.6pp | 9461.77%-9443.7pp | 551.85%-533.7pp |
| Employer contribution / active EE | $2,758 | $5,540-50.2% | $4,153-33.6% | $4,662-40.8% |
| Participant deferral / active EE | $22,958 | $4,985+360.5% | $4,166+451.1% | $6,690+243.2% |
| Admin fee / account holder | $25,964 | $9,912+161.9% | $7,686+237.8% | $13,392+93.9% |