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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 | $986,573 | $160,040+516.5% | $147,096+570.7% | $145,877+576.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.03% | 98.49%-70.5pp | 419.75%-391.7pp | 551.28%-523.2pp |
| Employer contribution / active EE | $4,170 | $5,289-21.2% | $4,936-15.5% | $4,663-10.6% |
| Participant deferral / active EE | $16,555 | $8,429+96.4% | $8,071+105.1% | $6,691+147.4% |
| Admin fee / account holder | $2,669 | $15,050-82.3% | $13,005-79.5% | $13,402-80.1% |