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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 | $577,498 | $168,626+242.5% | $133,698+331.9% | $145,897+295.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1168.99%-1155.4pp | 580.90%-567.3pp | 552.29%-538.7pp |
| Employer contribution / active EE | $10,494 | $5,290+98.4% | $4,218+148.8% | $4,663+125.1% |
| Participant deferral / active EE | $23,000 | $8,688+164.7% | $7,016+227.8% | $6,689+243.8% |
| Admin fee / account holder | $9,632 | $9,638-0.1% | $6,703+43.7% | $13,390-28.1% |