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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 | $679,634 | $88,672+666.5% | $105,223+545.9% | $82,448+724.3% |
| Participation rate | 96.9% | 67.9%+29.0pp | 75.0%+21.8pp | 68.1%+28.8pp |
| Annual return | 93.58% | 30.86%+62.7pp | 180.65%-87.1pp | 41.64%+51.9pp |
| Employer contribution / active EE | $36,049 | $3,048+1082.7% | $3,689+877.3% | $2,551+1313.2% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $63,991 | $7,146+795.5% | $8,859+622.3% | $7,234+784.5% |