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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 | $778,889 | $107,363+625.5% | $92,909+738.3% | $152,897+409.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 20.25% | 145.63%-125.4pp | 109.44%-89.2pp | 345.43%-325.2pp |
| Employer contribution / active EE | $22,801 | $4,222+440.0% | $3,653+524.1% | $4,764+378.7% |
| Participant deferral / active EE | $23,188 | $4,848+378.3% | $4,238+447.1% | $5,851+296.3% |
| Admin fee / account holder | $8,338 | $7,082+17.7% | $5,795+43.9% | $11,599-28.1% |