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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 | $762,629 | $183,592+315.4% | $155,574+390.2% | $145,877+422.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.21% | 61.37%-50.2pp | 64.87%-53.7pp | 551.28%-540.1pp |
| Employer contribution / active EE | $7,403 | $5,317+39.2% | $4,676+58.3% | $4,663+58.8% |
| Participant deferral / active EE | $19,021 | $6,466+194.2% | $5,629+237.9% | $6,691+184.3% |
| Admin fee / account holder | $39,669 | $19,316+105.4% | $15,914+149.3% | $13,402+196.0% |