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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 | $830,498 | $148,582+458.9% | $135,942+510.9% | $139,456+495.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.10% | 79.26%-66.2pp | 68.28%-55.2pp | 373.45%-360.3pp |
| Employer contribution / active EE | $5,374 | $5,245+2.5% | $4,858+10.6% | $4,753+13.1% |
| Participant deferral / active EE | $20,442 | $8,101+152.3% | $7,759+163.5% | $6,711+204.6% |
| Admin fee / account holder | $3,675 | $12,402-70.4% | $10,764-65.9% | $11,407-67.8% |