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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 | $836,955 | $166,131+403.8% | $164,975+407.3% | $145,877+473.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.41% | 100.37%-83.0pp | 70.12%-52.7pp | 551.28%-533.9pp |
| Employer contribution / active EE | $10,509 | $5,276+99.2% | $4,343+142.0% | $4,663+125.4% |
| Participant deferral / active EE | $20,933 | $6,962+200.7% | $6,033+247.0% | $6,691+212.9% |
| Admin fee / account holder | $7,176 | $16,648-56.9% | $12,688-43.4% | $13,402-46.5% |