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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 | $525,936 | $183,539+186.6% | $155,556+238.1% | $145,897+260.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.80% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $11,647 | $5,315+119.1% | $4,675+149.1% | $4,663+149.8% |
| Participant deferral / active EE | $30,500 | $6,467+371.6% | $5,631+441.7% | $6,689+356.0% |
| Admin fee / account holder | $14,244 | $19,275-26.1% | $15,885-10.3% | $13,390+6.4% |