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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 | $1,447,133 | $160,040+804.2% | $147,096+883.8% | $145,877+892.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.08% | 98.49%-47.4pp | 419.75%-368.7pp | 551.28%-500.2pp |
| Employer contribution / active EE | $20,544 | $5,289+288.4% | $4,936+316.2% | $4,663+340.6% |
| Participant deferral / active EE | $11,227 | $8,429+33.2% | $8,071+39.1% | $6,691+67.8% |
| Admin fee / account holder | $38,405 | $15,050+155.2% | $13,005+195.3% | $13,402+186.6% |