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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 | $159,978+494.5% | $147,041+546.8% | $145,978+551.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 11.58% | 98.36%-86.8pp | 419.21%-407.6pp | 550.52%-538.9pp |
| Employer contribution / active EE | $3,694 | $5,288-30.1% | $4,935-25.1% | $4,662-20.8% |
| Participant deferral / active EE | $20,742 | $8,429+146.1% | $8,071+157.0% | $6,690+210.1% |
| Admin fee / account holder | $7,386 | $15,053-50.9% | $13,006-43.2% | $13,400-44.9% |