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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 | $1,107,004 | $160,070+591.6% | $147,117+652.5% | $145,897+658.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.77% | 98.69%-78.9pp | 420.54%-400.8pp | 552.29%-532.5pp |
| Employer contribution / active EE | $8,427 | $5,285+59.5% | $4,932+70.8% | $4,663+80.7% |
| Participant deferral / active EE | $28,229 | $8,419+235.3% | $8,065+250.0% | $6,689+322.0% |
| Admin fee / account holder | $59,500 | $15,035+295.7% | $12,993+357.9% | $13,390+344.3% |