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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 | $551,780 | $148,582+271.4% | $135,942+305.9% | $139,456+295.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 18.33% | 79.26%-60.9pp | 68.28%-49.9pp | 373.45%-355.1pp |
| Employer contribution / active EE | $9,517 | $5,245+81.5% | $4,858+95.9% | $4,753+100.2% |
| Participant deferral / active EE | $14,182 | $8,101+75.1% | $7,759+82.8% | $6,711+111.3% |
| Admin fee / account holder | $8,333 | $12,402-32.8% | $10,764-22.6% | $11,407-26.9% |