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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 | $508,306 | $198,457+156.1% | $170,435+198.2% | $147,586+244.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 11.98% | 257.30%-245.3pp | 205.94%-194.0pp | 578.59%-566.6pp |
| Employer contribution / active EE | $14,144 | $6,183+128.7% | $5,432+160.4% | $4,876+190.0% |
| Participant deferral / active EE | $12,921 | $5,629+129.5% | $4,939+161.6% | $5,439+137.6% |
| Admin fee / account holder | $2,250 | $16,852-86.6% | $13,881-83.8% | $10,886-79.3% |