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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 | $565,719 | $104,937+439.1% | $84,628+568.5% | $152,897+270.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.63% | 373.88%-351.3pp | 258.80%-236.2pp | 345.43%-322.8pp |
| Employer contribution / active EE | $19,728 | $3,303+497.2% | $2,653+643.6% | $4,764+314.1% |
| Participant deferral / active EE | $12,500 | $4,690+166.5% | $3,900+220.5% | $5,851+113.6% |
| Admin fee / account holder | $15,510 | $6,243+148.4% | $4,914+215.6% | $11,599+33.7% |