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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 | $577,418 | $162,136+256.1% | $152,301+279.1% | $154,746+273.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.47% | 91.02%-77.5pp | 80.50%-67.0pp | 172.34%-158.9pp |
| Employer contribution / active EE | $9,560 | $4,890+95.5% | $4,624+106.7% | $4,379+118.3% |
| Participant deferral / active EE | $25,900 | $8,341+210.5% | $8,004+223.6% | $6,730+284.8% |
| Admin fee / account holder | $1,348 | $15,759-91.4% | $14,398-90.6% | $14,365-90.6% |