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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 | $530,267 | $134,817+293.3% | $123,973+327.7% | $155,188+241.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 14.25% | 515.49%-501.2pp | 388.13%-373.9pp | 148.84%-134.6pp |
| Employer contribution / active EE | $3,737 | $4,425-15.5% | $4,126-9.4% | $4,248-12.0% |
| Participant deferral / active EE | $25,943 | $5,706+354.6% | $5,247+394.4% | $6,531+297.2% |
| Admin fee / account holder | $410 | $13,245-96.9% | $11,799-96.5% | $14,480-97.2% |