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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 | $533,710 | $217,432+145.5% | $185,849+187.2% | $167,536+218.6% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 26.17% | 148.42%-122.2pp | 122.10%-95.9pp | 478.82%-452.6pp |
| Employer contribution / active EE | $4,874 | $5,875-17.0% | $5,169-5.7% | $4,839+0.7% |
| Participant deferral / active EE | $19,417 | $6,357+205.4% | $5,569+248.7% | $6,342+206.1% |
| Admin fee / account holder | $599 | $19,818-97.0% | $16,244-96.3% | $12,315-95.1% |