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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 | $585,637 | $190,843+206.9% | $159,981+266.1% | $134,493+335.4% |
| Participation rate | 100.0% | 81.9%+18.1pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | 7.76% | 552.37%-544.6pp | 408.70%-400.9pp | 418.01%-410.3pp |
| Employer contribution / active EE | $20,615 | $4,993+312.8% | $4,224+388.0% | $4,740+334.9% |
| Participant deferral / active EE | $11,871 | $6,923+71.5% | $6,182+92.0% | $6,400+85.5% |
| Admin fee / account holder | $13,744 | $10,475+31.2% | $8,700+58.0% | $11,425+20.3% |