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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 | $738,610 | $175,231+321.5% | $149,696+393.4% | $139,466+429.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 33.54% | 166.77%-133.2pp | 134.46%-100.9pp | 373.66%-340.1pp |
| Employer contribution / active EE | $18,593 | $5,478+239.4% | $4,821+285.7% | $4,754+291.1% |
| Participant deferral / active EE | $15,000 | $6,521+130.0% | $5,682+164.0% | $6,712+123.5% |
| Admin fee / account holder | $606 | $16,155-96.2% | $13,212-95.4% | $11,409-94.7% |