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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 | $681,721 | $202,345+236.9% | $172,755+294.6% | $152,885+345.9% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 24.91% | 1029.77%-1004.9pp | 802.94%-778.0pp | 345.39%-320.5pp |
| Employer contribution / active EE | $9,115 | $5,858+55.6% | $5,144+77.2% | $4,763+91.4% |
| Participant deferral / active EE | $5,982 | $5,948+0.6% | $5,198+15.1% | $5,851+2.2% |
| Admin fee / account holder | $24,696 | $17,111+44.3% | $13,955+77.0% | $11,598+112.9% |