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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 | $1,071,920 | $159,978+570.0% | $147,041+629.0% | $145,978+634.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 36.18% | 98.36%-62.2pp | 419.21%-383.0pp | 550.52%-514.3pp |
| Employer contribution / active EE | $27,989 | $5,288+429.3% | $4,935+467.1% | $4,662+500.4% |
| Participant deferral / active EE | $25,500 | $8,429+202.5% | $8,071+215.9% | $6,690+281.2% |
| Admin fee / account holder | $16,035 | $15,053+6.5% | $13,006+23.3% | $13,400+19.7% |