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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 | $437,731 | $160,059+173.5% | $140,019+212.6% | $135,380+223.3% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 9.92% | 911.48%-901.6pp | 651.17%-641.3pp | 519.81%-509.9pp |
| Employer contribution / active EE | $10,719 | $6,420+67.0% | $5,605+91.2% | $4,779+124.3% |
| Participant deferral / active EE | $5,100 | $7,641-33.3% | $6,927-26.4% | $5,609-9.1% |
| Admin fee / account holder | $2,163 | $13,328-83.8% | $10,705-79.8% | $10,828-80.0% |