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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 | $1,031,928 | $160,040+544.8% | $147,096+601.5% | $145,877+607.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.68% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $40,125 | $5,289+658.6% | $4,936+712.9% | $4,663+760.5% |
| Participant deferral / active EE | $16,063 | $8,429+90.6% | $8,071+99.0% | $6,691+140.1% |
| Admin fee / account holder | $64,610 | $15,050+329.3% | $13,005+396.8% | $13,402+382.1% |