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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 | $636,220 | $185,856+242.3% | $170,028+274.2% | $139,456+356.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.65% | 60.52%-38.9pp | 53.39%-31.7pp | 373.45%-351.8pp |
| Employer contribution / active EE | $22,000 | $7,593+189.7% | $6,788+224.1% | $4,753+362.9% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $17,620 | $15,387+14.5% | $12,820+37.4% | $11,407+54.5% |