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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 | $488,737 | $115,796+322.1% | $101,264+382.6% | $158,950+207.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.84% | 56.15%-39.3pp | 46.48%-29.6pp | 302.91%-286.1pp |
| Employer contribution / active EE | $19,038 | $4,175+356.0% | $3,660+420.2% | $4,762+299.8% |
| Participant deferral / active EE | $8,667 | $4,958+74.8% | $4,370+98.3% | $5,983+44.9% |
| Admin fee / account holder | $1,211 | $7,247-83.3% | $5,947-79.6% | $11,248-89.2% |