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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 | $1,166,904 | $159,978+629.4% | $147,041+693.6% | $145,978+699.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.96% | 98.36%-84.4pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $4,464 | $5,288-15.6% | $4,935-9.5% | $4,662-4.2% |
| Participant deferral / active EE | $22,319 | $8,429+164.8% | $8,071+176.5% | $6,690+233.6% |
| Admin fee / account holder | $4,702 | $15,053-68.8% | $13,006-63.8% | $13,400-64.9% |