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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 | $533,129 | $121,656+338.2% | $104,614+409.6% | $158,950+235.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.56% | 465.51%-446.0pp | 340.56%-321.0pp | 302.91%-283.4pp |
| Employer contribution / active EE | $27,747 | $3,164+776.9% | $2,681+934.9% | $4,762+482.7% |
| Participant deferral / active EE | $21,333 | $4,177+410.7% | $3,739+470.5% | $5,983+256.6% |
| Admin fee / account holder | $3,722 | $7,775-52.1% | $6,464-42.4% | $11,248-66.9% |