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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 | $552,353 | $185,883+197.2% | $170,043+224.8% | $139,466+296.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.05% | 60.54%-43.5pp | 53.40%-36.3pp | 373.66%-356.6pp |
| Employer contribution / active EE | $33,500 | $7,596+341.0% | $6,790+393.4% | $4,754+604.7% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $964 | $15,393-93.7% | $12,824-92.5% | $11,409-91.6% |