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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 | $603,756 | $108,285+457.6% | $77,552+678.5% | $158,982+279.8% |
| Participation rate | 100.0% | 64.4%+35.6pp | 54.2%+45.8pp | 82.0%+18.0pp |
| Annual return | 122.14% | 31.69%+90.5pp | 54.82%+67.3pp | 302.99%-180.8pp |
| Employer contribution / active EE | $18,653 | $1,325+1307.8% | $987+1790.6% | $4,763+291.6% |
| Participant deferral / active EE | $3,636 | $2,455+48.1% | $1,861+95.4% | $5,983-39.2% |
| Admin fee / account holder | $370 | $3,709-90.0% | $2,859-87.1% | $11,252-96.7% |