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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 | $564,904 | $157,304+259.1% | $141,197+300.1% | $152,909+269.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.33% | 64.34%-47.0pp | 71.41%-54.1pp | 345.46%-328.1pp |
| Employer contribution / active EE | $25,637 | $5,263+387.2% | $4,736+441.3% | $4,764+438.2% |
| Participant deferral / active EE | $17,185 | $7,111+141.7% | $6,710+156.1% | $5,851+193.7% |
| Admin fee / account holder | $8,892 | $12,126-26.7% | $10,265-13.4% | $11,601-23.3% |