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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 | $533,608 | $217,432+145.4% | $185,849+187.1% | $167,536+218.5% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.49% | 148.42%-133.9pp | 122.10%-107.6pp | 478.82%-464.3pp |
| Employer contribution / active EE | $8,000 | $5,875+36.2% | $5,169+54.8% | $4,839+65.3% |
| Participant deferral / active EE | $4,333 | $6,357-31.8% | $5,569-22.2% | $6,342-31.7% |
| Admin fee / account holder | $18,129 | $19,818-8.5% | $16,244+11.6% | $12,315+47.2% |