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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 | $505,886 | $183,539+175.6% | $155,556+225.2% | $145,897+246.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 17.34% | 61.31%-44.0pp | 64.84%-47.5pp | 552.29%-535.0pp |
| Employer contribution / active EE | $7,600 | $5,315+43.0% | $4,675+62.6% | $4,663+63.0% |
| Participant deferral / active EE | $6,992 | $6,467+8.1% | $5,631+24.2% | $6,689+4.5% |
| Admin fee / account holder | $4,823 | $19,275-75.0% | $15,885-69.6% | $13,390-64.0% |