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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 | $542,559 | $209,428+159.1% | $178,498+204.0% | $158,950+241.3% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 8.41% | 188.78%-180.4pp | 151.09%-142.7pp | 302.91%-294.5pp |
| Employer contribution / active EE | $24,040 | $5,707+321.2% | $5,011+379.7% | $4,762+404.8% |
| Participant deferral / active EE | $10,563 | $5,955+77.4% | $5,202+103.0% | $5,983+76.6% |
| Admin fee / account holder | $58,091 | $17,077+240.2% | $13,985+315.4% | $11,248+416.4% |