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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 | $830,139 | $162,136+412.0% | $152,301+445.1% | $154,746+436.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 12.86% | 91.02%-78.2pp | 80.50%-67.6pp | 172.34%-159.5pp |
| Employer contribution / active EE | $33,515 | $4,890+585.3% | $4,624+624.7% | $4,379+665.3% |
| Participant deferral / active EE | $0 | $8,341-100.0% | $8,004-100.0% | $6,730-100.0% |
| Admin fee / account holder | $7,415 | $15,759-52.9% | $14,398-48.5% | $14,365-48.4% |