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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 | $1,032,022 | $209,874+391.7% | $189,537+444.5% | $167,536+516.0% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 14.58% | 748.61%-734.0pp | 555.34%-540.8pp | 478.82%-464.2pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $16,250 | $8,934+81.9% | $8,220+97.7% | $6,342+156.2% |
| Admin fee / account holder | $32,347 | $14,299+126.2% | $12,048+168.5% | $12,315+162.7% |