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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 | $613,105 | $171,492+257.5% | $150,734+306.7% | $198,609+208.7% |
| Participation rate | 100.0% | 81.4%+18.6pp | 78.4%+21.6pp | 82.4%+17.6pp |
| Annual return | 8.75% | 804.70%-796.0pp | 600.81%-592.1pp | 202.70%-193.9pp |
| Employer contribution / active EE | $18,104 | $5,470+231.0% | $4,918+268.1% | $5,055+258.1% |
| Participant deferral / active EE | $0 | $6,259-100.0% | $5,610-100.0% | $6,977-100.0% |
| Admin fee / account holder | $13,089 | $17,628-25.7% | $14,905-12.2% | $19,030-31.2% |