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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 | $866,609 | $148,558+483.3% | $135,925+537.6% | $139,427+521.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.08% | 79.22%-63.1pp | 68.25%-52.2pp | 373.27%-357.2pp |
| Employer contribution / active EE | $14,265 | $5,244+172.0% | $4,857+193.7% | $4,752+200.2% |
| Participant deferral / active EE | $0 | $8,101-100.0% | $7,759-100.0% | $6,711-100.0% |
| Admin fee / account holder | $7,019 | $12,401-43.4% | $10,764-34.8% | $11,404-38.5% |