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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 | $512,880 | $148,623+245.1% | $135,974+277.2% | $139,466+267.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 15.16% | 79.30%-64.1pp | 68.30%-53.1pp | 373.66%-358.5pp |
| Employer contribution / active EE | $32,946 | $5,246+528.0% | $4,859+578.1% | $4,754+593.0% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $14,018 | $12,406+13.0% | $10,767+30.2% | $11,409+22.9% |