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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 | $1,084,230 | $159,978+577.7% | $147,041+637.4% | $145,978+642.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.02% | 98.36%-76.3pp | 419.21%-397.2pp | 550.52%-528.5pp |
| Employer contribution / active EE | $6,175 | $5,288+16.8% | $4,935+25.1% | $4,662+32.5% |
| Participant deferral / active EE | $9,021 | $8,429+7.0% | $8,071+11.8% | $6,690+34.8% |
| Admin fee / account holder | $4,629 | $15,053-69.3% | $13,006-64.4% | $13,400-65.5% |