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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 | $776,097 | $183,516+322.9% | $155,534+399.0% | $145,884+432.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.46% | 61.43%-47.0pp | 64.92%-50.5pp | 551.85%-537.4pp |
| Employer contribution / active EE | $12,472 | $5,315+134.7% | $4,675+166.8% | $4,662+167.5% |
| Participant deferral / active EE | $19,952 | $6,467+208.5% | $5,630+254.4% | $6,690+198.3% |
| Admin fee / account holder | $16,704 | $19,293-13.4% | $15,900+5.1% | $13,392+24.7% |