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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 | $544,097 | $88,754+513.0% | $81,820+565.0% | $145,877+273.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.90% | 1031.77%-1020.9pp | 777.93%-767.0pp | 551.28%-540.4pp |
| Employer contribution / active EE | $1,977 | $3,085-35.9% | $2,915-32.2% | $4,663-57.6% |
| Participant deferral / active EE | $10,919 | $4,648+134.9% | $4,323+152.6% | $6,691+63.2% |
| Admin fee / account holder | $3,807 | $8,424-54.8% | $7,391-48.5% | $13,402-71.6% |