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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 | $584,847 | $175,259+233.7% | $149,723+290.6% | $139,487+319.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.11% | 166.82%-150.7pp | 134.50%-118.4pp | 373.84%-357.7pp |
| Employer contribution / active EE | $6,884 | $5,478+25.7% | $4,821+42.8% | $4,755+44.8% |
| Participant deferral / active EE | $11,830 | $6,522+81.4% | $5,682+108.2% | $6,713+76.2% |
| Admin fee / account holder | $599 | $16,158-96.3% | $13,215-95.5% | $11,407-94.7% |