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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 | $607,631 | $183,516+231.1% | $155,534+290.7% | $145,884+316.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 18.05% | 61.43%-43.4pp | 64.92%-46.9pp | 551.85%-533.8pp |
| Employer contribution / active EE | $13,773 | $5,315+159.1% | $4,675+194.6% | $4,662+195.4% |
| Participant deferral / active EE | $14,024 | $6,467+116.9% | $5,630+149.1% | $6,690+109.6% |
| Admin fee / account holder | $4,783 | $19,293-75.2% | $15,900-69.9% | $13,392-64.3% |