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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 | $1,208,163 | $160,040+654.9% | $147,096+721.3% | $145,877+728.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 37.20% | 98.49%-61.3pp | 419.75%-382.5pp | 551.28%-514.1pp |
| Employer contribution / active EE | $44,378 | $5,289+739.0% | $4,936+799.1% | $4,663+851.7% |
| Participant deferral / active EE | $10,492 | $8,429+24.5% | $8,071+30.0% | $6,691+56.8% |
| Admin fee / account holder | $7,395 | $15,050-50.9% | $13,005-43.1% | $13,402-44.8% |