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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 | $657,283 | $202,342+224.8% | $172,752+280.5% | $152,897+329.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 20.78% | 1029.83%-1009.0pp | 802.97%-782.2pp | 345.43%-324.6pp |
| Employer contribution / active EE | $11,855 | $5,858+102.4% | $5,144+130.4% | $4,764+148.9% |
| Participant deferral / active EE | $12,662 | $5,948+112.9% | $5,198+143.6% | $5,851+116.4% |
| Admin fee / account holder | $23,707 | $17,111+38.5% | $13,955+69.9% | $11,599+104.4% |