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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 | $1,558,721 | $148,623+948.8% | $135,974+1046.3% | $139,466+1017.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 46.01% | 79.30%-33.3pp | 68.30%-22.3pp | 373.66%-327.7pp |
| Employer contribution / active EE | $38,079 | $5,246+625.8% | $4,859+683.7% | $4,754+701.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $20,892 | $12,406+68.4% | $10,767+94.0% | $11,409+83.1% |