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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 | $688,915 | $84,708+713.3% | $75,714+809.9% | $167,536+311.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 9.71% | 199.62%-189.9pp | 104.62%-94.9pp | 478.82%-469.1pp |
| Employer contribution / active EE | $23,500 | $3,231+627.3% | $2,744+756.6% | $4,839+385.6% |
| Participant deferral / active EE | $2,333 | $4,577-49.0% | $3,820-38.9% | $6,342-63.2% |
| Admin fee / account holder | $10,378 | $5,358+93.7% | $3,619+186.8% | $12,315-15.7% |