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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 | $1,327,367 | $176,786+650.8% | $146,643+805.2% | $167,536+692.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 73.69% | 24.04%+49.7pp | 22.75%+50.9pp | 478.82%-405.1pp |
| Employer contribution / active EE | $8,333 | $5,161+61.5% | $4,137+101.4% | $4,839+72.2% |
| Participant deferral / active EE | $17,333 | $6,440+169.1% | $5,506+214.8% | $6,342+173.3% |
| Admin fee / account holder | $9,130 | $13,262-31.2% | $10,280-11.2% | $12,315-25.9% |