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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 | $921,892 | $107,941+754.1% | $91,994+902.1% | $152,909+502.9% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 92.42% | 89.28%+3.1pp | 69.04%+23.4pp | 345.46%-253.0pp |
| Employer contribution / active EE | $11,700 | $4,212+177.8% | $3,453+238.9% | $4,764+145.6% |
| Participant deferral / active EE | $22,000 | $6,366+245.6% | $5,924+271.4% | $5,851+276.0% |
| Admin fee / account holder | $8,129 | $10,521-22.7% | $7,744+5.0% | $11,601-29.9% |