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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 | $710,726 | $129,737+447.8% | $119,126+496.6% | $154,746+359.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.58% | 379.08%-366.5pp | 282.11%-269.5pp | 172.34%-159.8pp |
| Employer contribution / active EE | $43,725 | $4,375+899.4% | $4,034+984.0% | $4,379+898.5% |
| Participant deferral / active EE | $8,033 | $5,842+37.5% | $5,318+51.1% | $6,730+19.4% |
| Admin fee / account holder | $7,859 | $11,961-34.3% | $10,693-26.5% | $14,365-45.3% |