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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 | $619,749 | $228,395+171.3% | $185,861+233.4% | $158,982+289.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.0%+22.0pp | 82.0%+18.0pp |
| Annual return | 101.95% | 40.82%+61.1pp | 35.96%+66.0pp | 302.99%-201.0pp |
| Employer contribution / active EE | $15,833 | $4,968+218.7% | $4,088+287.3% | $4,763+232.4% |
| Participant deferral / active EE | $21,667 | $6,417+237.6% | $5,634+284.6% | $5,983+262.1% |
| Admin fee / account holder | $8,125 | $11,869-31.5% | $9,503-14.5% | $11,252-27.8% |