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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 | $121,677+338.2% | $104,625+409.6% | $158,966+235.4% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 19.56% | 465.58%-446.0pp | 340.60%-321.0pp | 302.95%-283.4pp |
| Employer contribution / active EE | $27,747 | $3,165+776.7% | $2,681+934.8% | $4,762+482.6% |
| Participant deferral / active EE | $21,333 | $4,175+411.0% | $3,738+470.8% | $5,983+256.6% |
| Admin fee / account holder | $3,722 | $7,777-52.1% | $6,465-42.4% | $11,250-66.9% |