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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 | $1,139,532 | $160,070+611.9% | $147,117+674.6% | $145,897+681.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.66% | 98.69%-63.0pp | 420.54%-384.9pp | 552.29%-516.6pp |
| Employer contribution / active EE | $1,667 | $5,285-68.5% | $4,932-66.2% | $4,663-64.3% |
| Participant deferral / active EE | $18,333 | $8,419+117.8% | $8,065+127.3% | $6,689+174.1% |
| Admin fee / account holder | $37,775 | $15,035+151.2% | $12,993+190.7% | $13,390+182.1% |