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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 | $486,744 | $150,446+223.5% | $136,297+257.1% | $147,585+229.8% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.44% | 1049.14%-1033.7pp | 5156.19%-5140.8pp | 578.58%-563.1pp |
| Employer contribution / active EE | $1,875 | $5,256-64.3% | $4,696-60.1% | $4,876-61.6% |
| Participant deferral / active EE | $12,125 | $6,631+82.9% | $6,247+94.1% | $5,439+122.9% |
| Admin fee / account holder | $10,760 | $10,906-1.3% | $9,244+16.4% | $10,886-1.2% |