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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 | $488,306 | $202,342+141.3% | $172,753+182.7% | $152,909+219.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 14.73% | 1029.88%-1015.2pp | 803.00%-788.3pp | 345.46%-330.7pp |
| Employer contribution / active EE | $10,000 | $5,857+70.7% | $5,144+94.4% | $4,764+109.9% |
| Participant deferral / active EE | $10,960 | $5,948+84.3% | $5,198+110.9% | $5,851+87.3% |
| Admin fee / account holder | $25,511 | $17,112+49.1% | $13,956+82.8% | $11,601+119.9% |