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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 | $1,454,414 | $169,237+759.4% | $129,339+1024.5% | $145,978+896.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.6%+30.4pp | 80.3%+19.7pp |
| Annual return | 11.01% | 14364.43%-14353.4pp | 9437.05%-9426.0pp | 550.52%-539.5pp |
| Employer contribution / active EE | $21,936 | $5,540+295.9% | $4,154+428.0% | $4,662+370.5% |
| Participant deferral / active EE | $30,500 | $4,991+511.1% | $4,170+631.4% | $6,690+355.9% |
| Admin fee / account holder | $7,374 | $9,882-25.4% | $7,668-3.8% | $13,400-45.0% |