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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 | $513,402 | $197,603+159.8% | $177,827+188.7% | $158,950+223.0% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.09% | 58.76%-51.7pp | 48.32%-41.2pp | 302.91%-295.8pp |
| Employer contribution / active EE | $37,712 | $6,698+463.1% | $5,918+537.2% | $4,762+692.0% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30,745 | $15,402+99.6% | $12,429+147.4% | $11,248+173.3% |