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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 | $553,397 | $99,652+455.3% | $78,778+602.5% | $147,585+275.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.2%+30.8pp | 82.8%+17.2pp |
| Annual return | 14.92% | 47.28%-32.4pp | 35.62%-20.7pp | 578.58%-563.7pp |
| Employer contribution / active EE | $31,963 | $2,796+1043.3% | $1,986+1509.7% | $4,876+555.5% |
| Participant deferral / active EE | $17,000 | $3,664+364.0% | $2,958+474.7% | $5,439+212.6% |
| Admin fee / account holder | $5,357 | $7,155-25.1% | $5,134+4.3% | $10,886-50.8% |