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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 | $952,734 | $183,592+418.9% | $155,567+512.4% | $145,959+552.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 61.33% | 61.24%+0.1pp | 64.74%-3.4pp | 561.95%-500.6pp |
| Employer contribution / active EE | $22,685 | $5,315+326.8% | $4,674+385.3% | $4,661+386.7% |
| Participant deferral / active EE | $20,333 | $6,464+214.6% | $5,628+261.3% | $6,689+204.0% |
| Admin fee / account holder | $5,734 | $19,318-70.3% | $15,916-64.0% | $13,398-57.2% |