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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 | $618,888 | $111,535+454.9% | $105,223+488.2% | $137,256+350.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.86% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $15,256 | $3,939+287.3% | $3,689+313.6% | $4,156+267.1% |
| Participant deferral / active EE | $12,592 | $5,500+129.0% | $5,072+148.3% | $6,407+96.5% |
| Admin fee / account holder | $6,580 | $9,721-32.3% | $8,859-25.7% | $12,270-46.4% |