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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 | $811,752 | $144,130+463.2% | $117,860+588.7% | $147,585+450.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 79.7%+20.3pp | 82.8%+17.2pp |
| Annual return | 12.54% | 531.20%-518.7pp | 335.10%-322.6pp | 578.58%-566.0pp |
| Employer contribution / active EE | $29,633 | $4,897+505.1% | $3,786+682.7% | $4,876+507.7% |
| Participant deferral / active EE | $2,400 | $5,316-54.9% | $4,482-46.5% | $5,439-55.9% |
| Admin fee / account holder | $5,504 | $10,887-49.4% | $8,021-31.4% | $10,886-49.4% |