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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 | $747,981 | $176,105+324.7% | $159,474+369.0% | $167,536+346.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 10.10% | 331.91%-321.8pp | 263.68%-253.6pp | 478.82%-468.7pp |
| Employer contribution / active EE | $4,944 | $5,299-6.7% | $4,831+2.3% | $4,839+2.2% |
| Participant deferral / active EE | $17,333 | $7,751+123.6% | $7,353+135.7% | $6,342+173.3% |
| Admin fee / account holder | $11,659 | $12,559-7.2% | $10,802+7.9% | $12,315-5.3% |