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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 | $559,213 | $176,120+217.5% | $159,487+250.6% | $167,553+233.8% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 18.75% | 331.95%-313.2pp | 263.71%-245.0pp | 478.89%-460.1pp |
| Employer contribution / active EE | $8,738 | $5,299+64.9% | $4,831+80.9% | $4,840+80.5% |
| Participant deferral / active EE | $17,230 | $7,752+122.3% | $7,354+134.3% | $6,343+171.7% |
| Admin fee / account holder | $7,862 | $12,561-37.4% | $10,804-27.2% | $12,316-36.2% |