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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 | $1,191,249 | $107,363+1009.6% | $92,909+1182.2% | $152,897+679.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 31.40% | 145.63%-114.2pp | 109.44%-78.0pp | 345.43%-314.0pp |
| Employer contribution / active EE | $25,167 | $4,222+496.1% | $3,653+588.9% | $4,764+428.3% |
| Participant deferral / active EE | $12,500 | $4,848+157.8% | $4,238+195.0% | $5,851+113.6% |
| Admin fee / account holder | $966 | $7,082-86.4% | $5,795-83.3% | $11,599-91.7% |