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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 | $1,138,334 | $108,897+945.3% | $100,378+1034.0% | $145,877+680.3% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 10.49% | 58.17%-47.7pp | 49.41%-38.9pp | 551.28%-540.8pp |
| Employer contribution / active EE | $46,000 | $4,420+940.7% | $3,942+1066.9% | $4,663+886.5% |
| Participant deferral / active EE | $20,333 | $8,455+140.5% | $8,087+151.4% | $6,691+203.9% |
| Admin fee / account holder | $4,741 | $9,690-51.1% | $7,899-40.0% | $13,402-64.6% |