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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 | $544,087 | $108,912+399.6% | $100,383+442.0% | $145,959+272.8% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 12.81% | 57.96%-45.2pp | 49.26%-36.5pp | 561.95%-549.1pp |
| Employer contribution / active EE | $11,735 | $4,423+165.3% | $3,944+197.6% | $4,661+151.8% |
| Participant deferral / active EE | $12,200 | $8,451+44.4% | $8,086+50.9% | $6,689+82.4% |
| Admin fee / account holder | $3,581 | $9,690-63.0% | $7,900-54.7% | $13,398-73.3% |