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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 | $624,463 | $198,457+214.7% | $170,435+266.4% | $147,586+323.1% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 36.84% | 257.30%-220.5pp | 205.94%-169.1pp | 578.59%-541.8pp |
| Employer contribution / active EE | $2,520 | $6,183-59.2% | $5,432-53.6% | $4,876-48.3% |
| Participant deferral / active EE | $3,000 | $5,629-46.7% | $4,939-39.3% | $5,439-44.8% |
| Admin fee / account holder | $16,520 | $16,852-2.0% | $13,881+19.0% | $10,886+51.8% |