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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 | $695,018 | $202,326+243.5% | $172,745+302.3% | $152,870+354.6% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.4%+17.6pp |
| Annual return | 24.22% | 1029.72%-1005.5pp | 802.90%-778.7pp | 345.34%-321.1pp |
| Employer contribution / active EE | $44,764 | $5,858+664.2% | $5,144+770.2% | $4,763+839.9% |
| Participant deferral / active EE | $0 | $5,948-100.0% | $5,197-100.0% | $5,850-100.0% |
| Admin fee / account holder | $23,115 | $17,110+35.1% | $13,954+65.6% | $11,597+99.3% |