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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 | $642,602 | $169,161+279.9% | $129,295+397.0% | $145,959+340.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 19.52% | 14348.07%-14328.5pp | 9429.28%-9409.8pp | 561.95%-542.4pp |
| Employer contribution / active EE | $25,000 | $5,543+351.0% | $4,157+501.4% | $4,661+436.4% |
| Participant deferral / active EE | $26,000 | $4,989+421.1% | $4,169+523.6% | $6,689+288.7% |
| Admin fee / account holder | $9,424 | $9,878-4.6% | $7,665+22.9% | $13,398-29.7% |