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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 | $425,727 | $129,737+228.1% | $119,126+257.4% | $154,746+175.1% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.96% | 379.08%-365.1pp | 282.11%-268.1pp | 172.34%-158.4pp |
| Employer contribution / active EE | $27,394 | $4,375+526.2% | $4,034+579.2% | $4,379+525.6% |
| Participant deferral / active EE | $17,833 | $5,842+205.3% | $5,318+235.3% | $6,730+165.0% |
| Admin fee / account holder | $7,641 | $11,961-36.1% | $10,693-28.5% | $14,365-46.8% |