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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 | $420,062 | $102,663+309.2% | $86,216+387.2% | $139,466+201.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.0%+31.0pp | 80.3%+19.7pp |
| Annual return | 23.07% | 1924.52%-1901.4pp | 1169.42%-1146.3pp | 373.66%-350.6pp |
| Employer contribution / active EE | $7,253 | $3,035+139.0% | $2,382+204.5% | $4,754+52.6% |
| Participant deferral / active EE | $18,425 | $4,677+293.9% | $3,986+362.2% | $6,712+174.5% |
| Admin fee / account holder | $6,470 | $8,663-25.3% | $6,853-5.6% | $11,409-43.3% |