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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 | $632,546 | $183,539+244.6% | $155,556+306.6% | $145,897+333.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 19.14% | 61.31%-42.2pp | 64.84%-45.7pp | 552.29%-533.2pp |
| Employer contribution / active EE | $11,198 | $5,315+110.7% | $4,675+139.5% | $4,663+140.2% |
| Participant deferral / active EE | $10,193 | $6,467+57.6% | $5,631+81.0% | $6,689+52.4% |
| Admin fee / account holder | $26,115 | $19,275+35.5% | $15,885+64.4% | $13,390+95.0% |