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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 | $548,620 | $175,257+213.0% | $149,717+266.4% | $139,456+293.4% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 12.35% | 166.70%-154.3pp | 134.41%-122.1pp | 373.45%-361.1pp |
| Employer contribution / active EE | $21,342 | $5,477+289.7% | $4,820+342.8% | $4,753+349.0% |
| Participant deferral / active EE | $0 | $6,521-100.0% | $5,682-100.0% | $6,711-100.0% |
| Admin fee / account holder | $3,475 | $16,156-78.5% | $13,213-73.7% | $11,407-69.5% |