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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 | $616,350 | $166,268+270.7% | $165,100+273.3% | $145,897+322.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.95% | 100.52%-79.6pp | 70.21%-49.3pp | 552.29%-531.3pp |
| Employer contribution / active EE | $41,600 | $5,284+687.3% | $4,348+856.7% | $4,663+792.2% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,689-100.0% |
| Admin fee / account holder | $17,400 | $16,659+4.4% | $12,696+37.1% | $13,390+29.9% |