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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 | $523,570 | $210,698+148.5% | $178,014+194.1% | $145,959+258.7% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 9.94% | 386.27%-376.3pp | 294.80%-284.9pp | 561.95%-552.0pp |
| Employer contribution / active EE | $3,039 | $4,567-33.5% | $3,950-23.1% | $4,661-34.8% |
| Participant deferral / active EE | $6,674 | $6,958-4.1% | $6,276+6.3% | $6,689-0.2% |
| Admin fee / account holder | $14,808 | $12,016+23.2% | $10,362+42.9% | $13,398+10.5% |