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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 | $682,056 | $160,028+326.2% | $147,080+363.7% | $145,884+367.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.44% | 98.60%-80.2pp | 420.17%-401.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $17,484 | $5,286+230.8% | $4,933+254.4% | $4,662+275.0% |
| Participant deferral / active EE | $0 | $8,422-100.0% | $8,066-100.0% | $6,690-100.0% |
| Admin fee / account holder | $26,790 | $15,030+78.2% | $12,989+106.3% | $13,392+100.0% |