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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 | $614,743 | $185,883+230.7% | $170,043+261.5% | $139,466+340.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 22.20% | 60.54%-38.3pp | 53.40%-31.2pp | 373.66%-351.5pp |
| Employer contribution / active EE | $19,855 | $7,596+161.4% | $6,790+192.4% | $4,754+317.7% |
| Participant deferral / active EE | $16,059 | $11,626+38.1% | $10,410+54.3% | $6,712+139.3% |
| Admin fee / account holder | $9,116 | $15,393-40.8% | $12,824-28.9% | $11,409-20.1% |