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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 | $555,020 | $175,257+216.7% | $149,717+270.7% | $139,456+298.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.88% | 166.70%-139.8pp | 134.41%-107.5pp | 373.45%-346.6pp |
| Employer contribution / active EE | $2,184 | $5,477-60.1% | $4,820-54.7% | $4,753-54.0% |
| Participant deferral / active EE | $3,285 | $6,521-49.6% | $5,682-42.2% | $6,711-51.1% |
| Admin fee / account holder | $27,507 | $16,156+70.3% | $13,213+108.2% | $11,407+141.1% |