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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 | $160,040+612.0% | $147,096+674.7% | $145,877+681.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 35.66% | 98.49%-62.8pp | 419.75%-384.1pp | 551.28%-515.6pp |
| Employer contribution / active EE | $1,667 | $5,289-68.5% | $4,936-66.2% | $4,663-64.3% |
| Participant deferral / active EE | $18,333 | $8,429+117.5% | $8,071+127.1% | $6,691+174.0% |
| Admin fee / account holder | $37,775 | $15,050+151.0% | $13,005+190.5% | $13,402+181.9% |