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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 | $529,013 | $107,368+392.7% | $92,915+469.4% | $152,909+246.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 27.08% | 145.64%-118.6pp | 109.45%-82.4pp | 345.46%-318.4pp |
| Employer contribution / active EE | $9,667 | $4,222+128.9% | $3,653+164.6% | $4,764+102.9% |
| Participant deferral / active EE | $7,145 | $4,848+47.4% | $4,238+68.6% | $5,851+22.1% |
| Admin fee / account holder | $13,118 | $7,082+85.2% | $5,796+126.3% | $11,601+13.1% |