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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 | $1,158,124 | $160,070+623.5% | $147,117+687.2% | $145,897+693.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.50% | 98.69%-80.2pp | 420.54%-402.0pp | 552.29%-533.8pp |
| Employer contribution / active EE | $12,111 | $5,285+129.2% | $4,932+145.5% | $4,663+159.8% |
| Participant deferral / active EE | $17,398 | $8,419+106.6% | $8,065+115.7% | $6,689+160.1% |
| Admin fee / account holder | $474,995 | $15,035+3059.2% | $12,993+3555.9% | $13,390+3447.3% |