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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 | $937,533 | $166,131+464.3% | $164,975+468.3% | $145,877+542.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.87% | 100.37%-86.5pp | 70.12%-56.3pp | 551.28%-537.4pp |
| Employer contribution / active EE | $38,750 | $5,276+634.5% | $4,343+792.3% | $4,663+731.0% |
| Participant deferral / active EE | $30,500 | $6,962+338.1% | $6,033+405.5% | $6,691+355.9% |
| Admin fee / account holder | $2,745 | $16,648-83.5% | $12,688-78.4% | $13,402-79.5% |