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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 | $645,973 | $155,555+315.3% | $146,866+339.8% | $155,188+316.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.5%+17.5pp | 80.8%+19.2pp |
| Annual return | 16.89% | 115.41%-98.5pp | 102.85%-86.0pp | 148.84%-132.0pp |
| Employer contribution / active EE | $7,821 | $4,647+68.3% | $4,425+76.8% | $4,248+84.1% |
| Participant deferral / active EE | $26,955 | $8,044+235.1% | $7,759+247.4% | $6,531+312.7% |
| Admin fee / account holder | $3,176 | $14,755-78.5% | $13,620-76.7% | $14,480-78.1% |