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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 | $651,376 | $166,131+292.1% | $164,975+294.8% | $145,877+346.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 12.69% | 100.37%-87.7pp | 70.12%-57.4pp | 551.28%-538.6pp |
| Employer contribution / active EE | $6,832 | $5,276+29.5% | $4,343+57.3% | $4,663+46.5% |
| Participant deferral / active EE | $23,329 | $6,962+235.1% | $6,033+286.7% | $6,691+248.7% |
| Admin fee / account holder | $2,840 | $16,648-82.9% | $12,688-77.6% | $13,402-78.8% |