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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 | $519,625 | $184,000+182.4% | $162,185+220.4% | $152,909+239.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 21.01% | 150.80%-129.8pp | 115.61%-94.6pp | 345.46%-324.5pp |
| Employer contribution / active EE | $14,522 | $6,370+128.0% | $5,613+158.7% | $4,764+204.8% |
| Participant deferral / active EE | $12,400 | $8,033+54.4% | $7,297+69.9% | $5,851+111.9% |
| Admin fee / account holder | $656 | $13,124-95.0% | $10,844-94.0% | $11,601-94.3% |