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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 | $507,578 | $202,463+150.7% | $169,397+199.6% | $139,487+263.9% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 12.07% | 532.64%-520.6pp | 406.23%-394.2pp | 373.84%-361.8pp |
| Employer contribution / active EE | $15,424 | $4,694+228.6% | $4,013+284.4% | $4,755+224.4% |
| Participant deferral / active EE | $2,512 | $6,941-63.8% | $6,223-59.6% | $6,713-62.6% |
| Admin fee / account holder | $3,993 | $10,726-62.8% | $9,017-55.7% | $11,407-65.0% |