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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 | $695,199 | $171,867+304.5% | $149,716+364.3% | $147,585+371.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 13.38% | 2113.36%-2100.0pp | 1501.67%-1488.3pp | 578.58%-565.2pp |
| Employer contribution / active EE | $30,637 | $6,275+388.3% | $5,444+462.7% | $4,876+528.3% |
| Participant deferral / active EE | $0 | $7,270-100.0% | $6,568-100.0% | $5,439-100.0% |
| Admin fee / account holder | $23,987 | $13,799+73.8% | $11,282+112.6% | $10,886+120.4% |