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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 | $493,179 | $144,130+242.2% | $117,861+318.4% | $147,586+234.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 10.06% | 531.20%-521.1pp | 335.11%-325.0pp | 578.59%-568.5pp |
| Employer contribution / active EE | $14,735 | $4,897+200.9% | $3,786+289.2% | $4,876+202.2% |
| Participant deferral / active EE | $9,848 | $5,316+85.2% | $4,482+119.7% | $5,439+81.1% |
| Admin fee / account holder | $1,245 | $10,887-88.6% | $8,021-84.5% | $10,886-88.6% |