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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 | $705,048 | $183,592+284.0% | $155,567+353.2% | $145,959+383.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.75% | 61.24%-47.5pp | 64.74%-51.0pp | 561.95%-548.2pp |
| Employer contribution / active EE | $9,221 | $5,315+73.5% | $4,674+97.3% | $4,661+97.8% |
| Participant deferral / active EE | $5,083 | $6,464-21.4% | $5,628-9.7% | $6,689-24.0% |
| Admin fee / account holder | $24,977 | $19,318+29.3% | $15,916+56.9% | $13,398+86.4% |