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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 | $1,300,376 | $176,120+638.3% | $159,487+715.3% | $167,553+676.1% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 14.94% | 331.95%-317.0pp | 263.71%-248.8pp | 478.89%-464.0pp |
| Employer contribution / active EE | $17,398 | $5,299+228.3% | $4,831+260.1% | $4,840+259.5% |
| Participant deferral / active EE | $9,747 | $7,752+25.7% | $7,354+32.5% | $6,343+53.7% |
| Admin fee / account holder | $30,352 | $12,561+141.6% | $10,804+180.9% | $12,316+146.4% |