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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 | $389,064 | $138,114+181.7% | $125,391+210.3% | $134,545+189.2% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 3.99% | 750.88%-746.9pp | 572.41%-568.4pp | 418.37%-414.4pp |
| Employer contribution / active EE | $7,231 | $5,246+37.8% | $4,816+50.1% | $4,742+52.5% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $9,116 | $11,570-21.2% | $10,009-8.9% | $11,431-20.2% |