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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 | $1,597,460 | $176,105+807.1% | $159,474+901.7% | $167,536+853.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 26.87% | 331.91%-305.0pp | 263.68%-236.8pp | 478.82%-451.9pp |
| Employer contribution / active EE | $5,455 | $5,299+2.9% | $4,831+12.9% | $4,839+12.7% |
| Participant deferral / active EE | $13,000 | $7,751+67.7% | $7,353+76.8% | $6,342+105.0% |
| Admin fee / account holder | $80,920 | $12,559+544.3% | $10,802+649.1% | $12,315+557.1% |