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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 | $522,456 | $148,623+251.5% | $135,974+284.2% | $139,466+274.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.59% | 79.30%-65.7pp | 68.30%-54.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $34,174 | $5,246+551.4% | $4,859+603.3% | $4,754+618.8% |
| Participant deferral / active EE | $19,050 | $8,103+135.1% | $7,760+145.5% | $6,712+183.8% |
| Admin fee / account holder | $4,364 | $12,406-64.8% | $10,767-59.5% | $11,409-61.8% |