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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 | $489,914 | $114,130+329.3% | $96,192+409.3% | $167,553+192.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 68.4%+31.6pp | 82.1%+17.9pp |
| Annual return | 32.65% | 190.07%-157.4pp | 192.09%-159.4pp | 478.89%-446.2pp |
| Employer contribution / active EE | $4,842 | $3,431+41.1% | $2,799+73.0% | $4,8400% |
| Participant deferral / active EE | $0 | $5,198-100.0% | $4,351-100.0% | $6,343-100.0% |
| Admin fee / account holder | $17,275 | $6,901+150.3% | $5,539+211.9% | $12,316+40.3% |