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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 | $551,419 | $217,432+153.6% | $185,851+196.7% | $167,553+229.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 11.68% | 148.43%-136.7pp | 122.11%-110.4pp | 478.89%-467.2pp |
| Employer contribution / active EE | $8,493 | $5,874+44.6% | $5,168+64.3% | $4,840+75.5% |
| Participant deferral / active EE | $7,578 | $6,357+19.2% | $5,569+36.1% | $6,343+19.5% |
| Admin fee / account holder | $25,820 | $19,820+30.3% | $16,245+58.9% | $12,316+109.6% |