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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 | $743,421 | $198,457+274.6% | $170,435+336.2% | $147,586+403.7% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 10.51% | 257.30%-246.8pp | 205.94%-195.4pp | 578.59%-568.1pp |
| Employer contribution / active EE | $6,471 | $6,183+4.7% | $5,432+19.1% | $4,876+32.7% |
| Participant deferral / active EE | $8,000 | $5,629+42.1% | $4,939+62.0% | $5,439+47.1% |
| Admin fee / account holder | $8,430 | $16,852-50.0% | $13,881-39.3% | $10,886-22.6% |