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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 | $520,009 | $148,582+250.0% | $135,942+282.5% | $139,456+272.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.38% | 79.26%-65.9pp | 68.28%-54.9pp | 373.45%-360.1pp |
| Employer contribution / active EE | $7,546 | $5,245+43.9% | $4,858+55.3% | $4,753+58.8% |
| Participant deferral / active EE | $13,759 | $8,101+69.8% | $7,759+77.3% | $6,711+105.0% |
| Admin fee / account holder | $12,684 | $12,402+2.3% | $10,764+17.8% | $11,407+11.2% |