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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 | $804,201 | $160,070+402.4% | $147,117+446.6% | $145,897+451.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.78% | 98.69%-63.9pp | 420.54%-385.8pp | 552.29%-517.5pp |
| Employer contribution / active EE | $4,966 | $5,285-6.0% | $4,932+0.7% | $4,663+6.5% |
| Participant deferral / active EE | $12,284 | $8,419+45.9% | $8,065+52.3% | $6,689+83.6% |
| Admin fee / account holder | $138,691 | $15,035+822.4% | $12,993+967.5% | $13,390+935.8% |