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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 | $576,354 | $157,276+266.5% | $141,177+308.2% | $152,885+277.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.73% | 64.33%-41.6pp | 71.40%-48.7pp | 345.39%-322.7pp |
| Employer contribution / active EE | $12,021 | $5,262+128.5% | $4,736+153.8% | $4,763+152.4% |
| Participant deferral / active EE | $12,230 | $7,110+72.0% | $6,710+82.3% | $5,851+109.0% |
| Admin fee / account holder | $4,882 | $12,123-59.7% | $10,263-52.4% | $11,598-57.9% |