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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 | $160,070+804.1% | $147,117+883.7% | $145,897+891.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 51.08% | 98.69%-47.6pp | 420.54%-369.5pp | 552.29%-501.2pp |
| Employer contribution / active EE | $20,544 | $5,285+288.8% | $4,932+316.5% | $4,663+340.6% |
| Participant deferral / active EE | $11,227 | $8,419+33.3% | $8,065+39.2% | $6,689+67.8% |
| Admin fee / account holder | $38,405 | $15,035+155.4% | $12,993+195.6% | $13,390+186.8% |