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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 | $358,166 | $90,397+296.2% | $76,002+371.3% | $145,959+145.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 9.33% | 621.97%-612.6pp | 360.07%-350.7pp | 561.95%-552.6pp |
| Employer contribution / active EE | $7,410 | $3,317+123.4% | $2,688+175.6% | $4,661+59.0% |
| Participant deferral / active EE | $24,550 | $5,163+375.5% | $4,257+476.7% | $6,689+267.0% |
| Admin fee / account holder | $4,916 | $8,369-41.3% | $6,414-23.4% | $13,398-63.3% |