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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 | $433,292 | $201,372+115.2% | $184,260+135.2% | $145,884+197.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 85.02% | 29.04%+56.0pp | 28.84%+56.2pp | 551.85%-466.8pp |
| Employer contribution / active EE | $18,975 | $7,024+170.2% | $6,427+195.2% | $4,662+307.0% |
| Participant deferral / active EE | $17,341 | $9,808+76.8% | $9,133+89.9% | $6,690+159.2% |
| Admin fee / account holder | $384 | $16,362-97.7% | $13,898-97.2% | $13,392-97.1% |