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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 | $565,116 | $165,399+241.7% | $149,745+277.4% | $158,982+255.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.15% | 348.34%-329.2pp | 276.72%-257.6pp | 302.99%-283.8pp |
| Employer contribution / active EE | $5,120 | $5,105+0.3% | $4,646+10.2% | $4,763+7.5% |
| Participant deferral / active EE | $14,799 | $7,183+106.0% | $6,843+116.3% | $5,983+147.3% |
| Admin fee / account holder | $3,636 | $10,811-66.4% | $9,312-60.9% | $11,252-67.7% |