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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 | $1,230,107 | $160,070+668.5% | $147,117+736.1% | $145,897+743.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 19.66% | 98.69%-79.0pp | 420.54%-400.9pp | 552.29%-532.6pp |
| Employer contribution / active EE | $10,000 | $5,285+89.2% | $4,932+102.7% | $4,663+114.5% |
| Participant deferral / active EE | $30,500 | $8,419+262.3% | $8,065+278.2% | $6,689+356.0% |
| Admin fee / account holder | $2,960 | $15,035-80.3% | $12,993-77.2% | $13,390-77.9% |