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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 | $701,588 | $183,539+282.3% | $155,556+351.0% | $145,897+380.9% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | 315.56% | 61.31%+254.2pp | 64.84%+250.7pp | 552.29%-236.7pp |
| Employer contribution / active EE | $19,179 | $5,315+260.8% | $4,675+310.2% | $4,663+311.3% |
| Participant deferral / active EE | $17,938 | $6,467+177.4% | $5,631+218.6% | $6,689+168.2% |
| Admin fee / account holder | $315 | $19,275-98.4% | $15,885-98.0% | $13,390-97.7% |