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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 | $494,217 | $70,366+602.4% | $66,674+641.2% | $138,895+255.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 15.96% | 386.41%-370.5pp | 321.24%-305.3pp | 145.39%-129.4pp |
| Employer contribution / active EE | $5,100 | $2,765+84.4% | $2,620+94.7% | $4,194+21.6% |
| Participant deferral / active EE | $22,475 | $4,374+413.8% | $4,084+450.3% | $6,396+251.4% |
| Admin fee / account holder | $2,158 | $5,262-59.0% | $5,098-57.7% | $12,562-82.8% |