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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 | $1,234,105 | $183,539+572.4% | $155,556+693.4% | $145,897+745.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 152.67% | 61.31%+91.4pp | 64.84%+87.8pp | 552.29%-399.6pp |
| Employer contribution / active EE | $2,096 | $5,315-60.6% | $4,675-55.2% | $4,663-55.0% |
| Participant deferral / active EE | $12,200 | $6,467+88.7% | $5,631+116.7% | $6,689+82.4% |
| Admin fee / account holder | $20,625 | $19,275+7.0% | $15,885+29.8% | $13,390+54.0% |