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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 | $173,397+233.0% | $135,987+324.7% | $145,877+295.9% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.4%+23.6pp | 80.3%+19.7pp |
| Annual return | 13.61% | 1166.18%-1152.6pp | 580.01%-566.4pp | 551.28%-537.7pp |
| Employer contribution / active EE | $10,494 | $5,281+98.7% | $4,214+149.0% | $4,663+125.1% |
| Participant deferral / active EE | $23,000 | $8,710+164.1% | $7,027+227.3% | $6,691+243.8% |
| Admin fee / account holder | $9,632 | $9,663-0.3% | $6,716+43.4% | $13,402-28.1% |