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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 | $492,027 | $72,071+582.7% | $68,368+619.7% | $137,256+258.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 13.73% | 353.14%-339.4pp | 292.57%-278.8pp | 220.34%-206.6pp |
| Employer contribution / active EE | $7,053 | $2,788+153.0% | $2,649+166.3% | $4,156+69.7% |
| Participant deferral / active EE | $15,402 | $4,410+249.3% | $4,123+273.6% | $6,407+140.4% |
| Admin fee / account holder | $1,520 | $5,336-71.5% | $5,150-70.5% | $12,270-87.6% |