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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 | $767,698 | $160,070+379.6% | $147,117+421.8% | $145,897+426.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.45% | 98.69%-83.2pp | 420.54%-405.1pp | 552.29%-536.8pp |
| Employer contribution / active EE | $9,736 | $5,285+84.2% | $4,932+97.4% | $4,663+108.8% |
| Participant deferral / active EE | $12,974 | $8,419+54.1% | $8,065+60.9% | $6,689+94.0% |
| Admin fee / account holder | $19,478 | $15,035+29.5% | $12,993+49.9% | $13,390+45.5% |