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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 | $901,853 | $160,040+463.5% | $147,096+513.1% | $145,877+518.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 28.67% | 98.49%-69.8pp | 419.75%-391.1pp | 551.28%-522.6pp |
| Employer contribution / active EE | $10,820 | $5,289+104.6% | $4,936+119.2% | $4,663+132.0% |
| Participant deferral / active EE | $13,396 | $8,429+58.9% | $8,071+66.0% | $6,691+100.2% |
| Admin fee / account holder | $7,994 | $15,050-46.9% | $13,005-38.5% | $13,402-40.3% |