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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 | $601,645 | $175,259+243.3% | $149,723+301.8% | $139,487+331.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.24% | 166.82%-152.6pp | 134.50%-120.3pp | 373.84%-359.6pp |
| Employer contribution / active EE | $20,945 | $5,478+282.3% | $4,821+334.4% | $4,755+340.5% |
| Participant deferral / active EE | $8,000 | $6,522+22.7% | $5,682+40.8% | $6,713+19.2% |
| Admin fee / account holder | $17,842 | $16,158+10.4% | $13,215+35.0% | $11,407+56.4% |