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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 | $566,640 | $160,040+254.1% | $147,096+285.2% | $145,877+288.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 13.38% | 98.49%-85.1pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $10,682 | $5,289+102.0% | $4,936+116.4% | $4,663+129.1% |
| Participant deferral / active EE | $10,221 | $8,429+21.3% | $8,071+26.6% | $6,691+52.8% |
| Admin fee / account holder | $1,356 | $15,050-91.0% | $13,005-89.6% | $13,402-89.9% |