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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 | $518,216 | $100,139+417.5% | $85,187+508.3% | $145,884+255.2% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 13.36% | 84.15%-70.8pp | 66.67%-53.3pp | 551.85%-538.5pp |
| Employer contribution / active EE | $4,490 | $3,238+38.7% | $2,732+64.3% | $4,662-3.7% |
| Participant deferral / active EE | $8,980 | $5,296+69.6% | $4,525+98.5% | $6,690+34.2% |
| Admin fee / account holder | $480 | $7,262-93.4% | $6,162-92.2% | $13,392-96.4% |