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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 | $104,924+439.2% | $84,623+568.5% | $152,885+270.0% |
| Participation rate | 100.0% | 74.8%+25.2pp | 68.2%+31.8pp | 82.5%+17.5pp |
| Annual return | 22.63% | 373.82%-351.2pp | 258.77%-236.1pp | 345.39%-322.8pp |
| Employer contribution / active EE | $19,728 | $3,302+497.4% | $2,652+643.7% | $4,763+314.2% |
| Participant deferral / active EE | $12,500 | $4,689+166.6% | $3,899+220.6% | $5,851+113.6% |
| Admin fee / account holder | $15,510 | $6,242+148.5% | $4,913+215.7% | $11,598+33.7% |