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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 | $1,229,697 | $160,070+668.2% | $147,117+735.9% | $145,897+742.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 98.69%-81.3pp | 420.54%-403.2pp | 552.29%-534.9pp |
| Employer contribution / active EE | $13,185 | $5,285+149.5% | $4,932+167.3% | $4,663+182.8% |
| Participant deferral / active EE | $20,637 | $8,419+145.1% | $8,065+155.9% | $6,689+208.5% |
| Admin fee / account holder | $18,890 | $15,035+25.6% | $12,993+45.4% | $13,390+41.1% |