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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 | $159,978+379.9% | $147,041+422.1% | $145,978+425.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 15.45% | 98.36%-82.9pp | 419.21%-403.8pp | 550.52%-535.1pp |
| Employer contribution / active EE | $9,736 | $5,288+84.1% | $4,935+97.3% | $4,662+108.9% |
| Participant deferral / active EE | $12,974 | $8,429+53.9% | $8,071+60.8% | $6,690+93.9% |
| Admin fee / account holder | $19,478 | $15,053+29.4% | $13,006+49.8% | $13,400+45.4% |