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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 | $951,129 | $160,040+494.3% | $147,096+546.6% | $145,877+552.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.58% | 98.49%-86.9pp | 419.75%-408.2pp | 551.28%-539.7pp |
| Employer contribution / active EE | $3,694 | $5,289-30.2% | $4,936-25.2% | $4,663-20.8% |
| Participant deferral / active EE | $20,742 | $8,429+146.1% | $8,071+157.0% | $6,691+210.0% |
| Admin fee / account holder | $7,386 | $15,050-50.9% | $13,005-43.2% | $13,402-44.9% |