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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 | $845,752 | $148,582+469.2% | $135,942+522.1% | $139,456+506.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 23.39% | 79.26%-55.9pp | 68.28%-44.9pp | 373.45%-350.1pp |
| Employer contribution / active EE | $8,557 | $5,245+63.2% | $4,858+76.2% | $4,753+80.1% |
| Participant deferral / active EE | $9,971 | $8,101+23.1% | $7,759+28.5% | $6,711+48.6% |
| Admin fee / account holder | $15,406 | $12,402+24.2% | $10,764+43.1% | $11,407+35.1% |