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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 | $802,200 | $154,754+418.4% | $124,206+545.9% | $138,895+477.6% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 361.96% | 709.28%-347.3pp | 515.27%-153.3pp | 145.39%+216.6pp |
| Employer contribution / active EE | $10,265 | $4,446+130.9% | $3,540+190.0% | $4,194+144.7% |
| Participant deferral / active EE | $13,625 | $4,621+194.9% | $3,968+243.4% | $6,396+113.0% |
| Admin fee / account holder | $2,433 | $6,690-63.6% | $5,929-59.0% | $12,562-80.6% |