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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 | $1,448,799 | $155,555+831.4% | $146,866+886.5% | $155,188+833.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 259.42% | 115.41%+144.0pp | 102.85%+156.6pp | 148.84%+110.6pp |
| Employer contribution / active EE | $9,694 | $4,647+108.6% | $4,425+119.1% | $4,248+128.2% |
| Participant deferral / active EE | $20,923 | $8,044+160.1% | $7,759+169.7% | $6,531+220.4% |
| Admin fee / account holder | $1,300 | $14,755-91.2% | $13,620-90.5% | $14,480-91.0% |