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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 | $156,398+826.4% | $147,318+883.4% | $138,895+943.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 259.42% | 78.75%+180.7pp | 70.43%+189.0pp | 145.39%+114.0pp |
| Employer contribution / active EE | $9,694 | $4,853+99.7% | $4,593+111.1% | $4,194+131.1% |
| Participant deferral / active EE | $20,923 | $8,237+154.0% | $7,906+164.6% | $6,396+227.1% |
| Admin fee / account holder | $1,300 | $14,976-91.3% | $13,708-90.5% | $12,562-89.7% |