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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 | $159,934+668.9% | $147,005+736.5% | $145,959+742.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.36% | 98.24%-80.9pp | 418.76%-401.4pp | 561.95%-544.6pp |
| Employer contribution / active EE | $13,185 | $5,287+149.4% | $4,934+167.2% | $4,661+182.9% |
| Participant deferral / active EE | $20,637 | $8,427+144.9% | $8,070+155.7% | $6,689+208.5% |
| Admin fee / account holder | $18,890 | $15,053+25.5% | $13,006+45.2% | $13,398+41.0% |