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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 | $631,120 | $160,070+294.3% | $147,117+329.0% | $145,897+332.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.33% | 98.69%-77.4pp | 420.54%-399.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $7,529 | $5,285+42.5% | $4,932+52.6% | $4,663+61.5% |
| Participant deferral / active EE | $15,014 | $8,419+78.3% | $8,065+86.2% | $6,689+124.4% |
| Admin fee / account holder | $18,647 | $15,035+24.0% | $12,993+43.5% | $13,390+39.3% |