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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 | $1,162,210 | $160,070+626.1% | $147,117+690.0% | $145,897+696.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.60% | 98.69%-76.1pp | 420.54%-397.9pp | 552.29%-529.7pp |
| Employer contribution / active EE | $9,189 | $5,285+73.9% | $4,932+86.3% | $4,663+97.1% |
| Participant deferral / active EE | $10,311 | $8,419+22.5% | $8,065+27.9% | $6,689+54.1% |
| Admin fee / account holder | $39,647 | $15,035+163.7% | $12,993+205.1% | $13,390+196.1% |