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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 | $159,934+402.8% | $147,005+447.1% | $145,959+451.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 34.78% | 98.24%-63.5pp | 418.76%-384.0pp | 561.95%-527.2pp |
| Employer contribution / active EE | $4,966 | $5,287-6.1% | $4,934+0.6% | $4,661+6.5% |
| Participant deferral / active EE | $12,284 | $8,427+45.8% | $8,070+52.2% | $6,689+83.7% |
| Admin fee / account holder | $138,691 | $15,053+821.3% | $13,006+966.3% | $13,398+935.2% |