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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 | $1,184,509 | $176,105+572.6% | $159,474+642.8% | $167,536+607.0% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.96% | 331.91%-322.0pp | 263.68%-253.7pp | 478.82%-468.9pp |
| Employer contribution / active EE | $4,448 | $5,299-16.1% | $4,831-7.9% | $4,839-8.1% |
| Participant deferral / active EE | $23,212 | $7,751+199.5% | $7,353+215.7% | $6,342+266.0% |
| Admin fee / account holder | $34,065 | $12,559+171.2% | $10,802+215.3% | $12,315+176.6% |