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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 | $635,706 | $157,304+304.1% | $141,197+350.2% | $152,909+315.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.91% | 64.34%-47.4pp | 71.41%-54.5pp | 345.46%-328.6pp |
| Employer contribution / active EE | $7,170 | $5,263+36.2% | $4,736+51.4% | $4,764+50.5% |
| Participant deferral / active EE | $0 | $7,111-100.0% | $6,710-100.0% | $5,851-100.0% |
| Admin fee / account holder | $22,973 | $12,126+89.5% | $10,265+123.8% | $11,601+98.0% |