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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 | $766,946 | $198,457+286.5% | $170,435+350.0% | $147,586+419.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 22.49% | 257.30%-234.8pp | 205.94%-183.5pp | 578.59%-556.1pp |
| Employer contribution / active EE | $14,886 | $6,183+140.7% | $5,432+174.0% | $4,876+205.3% |
| Participant deferral / active EE | $16,000 | $5,629+184.2% | $4,939+223.9% | $5,439+194.2% |
| Admin fee / account holder | $7,858 | $16,852-53.4% | $13,881-43.4% | $10,886-27.8% |