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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 | $1,514,456 | $202,345+648.5% | $172,755+776.6% | $152,885+890.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 13.81% | 1029.77%-1016.0pp | 802.94%-789.1pp | 345.39%-331.6pp |
| Employer contribution / active EE | $23,288 | $5,858+297.5% | $5,144+352.7% | $4,763+388.9% |
| Participant deferral / active EE | $13,720 | $5,948+130.7% | $5,198+164.0% | $5,851+134.5% |
| Admin fee / account holder | $8,678 | $17,111-49.3% | $13,955-37.8% | $11,598-25.2% |