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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 | $475,331 | $202,345+134.9% | $172,755+175.1% | $152,885+210.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 23.97% | 1029.77%-1005.8pp | 802.94%-779.0pp | 345.39%-321.4pp |
| Employer contribution / active EE | $14,836 | $5,858+153.3% | $5,144+188.4% | $4,763+211.5% |
| Participant deferral / active EE | $5,382 | $5,948-9.5% | $5,198+3.5% | $5,851-8.0% |
| Admin fee / account holder | $3,005 | $17,111-82.4% | $13,955-78.5% | $11,598-74.1% |