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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 | $727,448 | $72,071+909.3% | $68,368+964.0% | $137,256+430.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 19.45% | 353.14%-333.7pp | 292.57%-273.1pp | 220.34%-200.9pp |
| Employer contribution / active EE | $38,040 | $2,788+1264.5% | $2,649+1336.1% | $4,156+815.3% |
| Participant deferral / active EE | $23,845 | $4,410+440.7% | $4,123+478.4% | $6,407+272.2% |
| Admin fee / account holder | $2,971 | $5,336-44.3% | $5,150-42.3% | $12,270-75.8% |