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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 | $566,598 | $111,535+408.0% | $105,223+438.5% | $137,256+312.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 14.90% | 237.85%-223.0pp | 180.65%-165.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $11,000 | $3,939+179.2% | $3,689+198.2% | $4,156+164.7% |
| Participant deferral / active EE | $0 | $5,500-100.0% | $5,072-100.0% | $6,407-100.0% |
| Admin fee / account holder | $6,146 | $9,721-36.8% | $8,859-30.6% | $12,270-49.9% |