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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 | $686,691 | $157,304+336.5% | $141,197+386.3% | $152,909+349.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 22.15% | 64.34%-42.2pp | 71.41%-49.3pp | 345.46%-323.3pp |
| Employer contribution / active EE | $15,261 | $5,263+190.0% | $4,736+222.2% | $4,764+220.4% |
| Participant deferral / active EE | $9,639 | $7,111+35.5% | $6,710+43.6% | $5,851+64.7% |
| Admin fee / account holder | $5,775 | $12,126-52.4% | $10,265-43.7% | $11,601-50.2% |