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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 | $592,290 | $185,883+218.6% | $170,043+248.3% | $139,466+324.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 17.98% | 60.54%-42.6pp | 53.40%-35.4pp | 373.66%-355.7pp |
| Employer contribution / active EE | $22,170 | $7,596+191.9% | $6,790+226.5% | $4,754+366.4% |
| Participant deferral / active EE | $20,333 | $11,626+74.9% | $10,410+95.3% | $6,712+202.9% |
| Admin fee / account holder | $1,256 | $15,393-91.8% | $12,824-90.2% | $11,409-89.0% |