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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 | $713,942 | $226,090+215.8% | $182,531+291.1% | $152,885+367.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 29.76% | 192.57%-162.8pp | 148.57%-118.8pp | 345.39%-315.6pp |
| Employer contribution / active EE | $1,000 | $4,978-79.9% | $4,075-75.5% | $4,763-79.0% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,874 | $10,705+113.7% | $8,593+166.2% | $11,598+97.2% |