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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 | $593,199 | $115,814+412.2% | $101,275+485.7% | $158,982+273.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 9.72% | 56.16%-46.4pp | 46.48%-36.8pp | 302.99%-293.3pp |
| Employer contribution / active EE | $14,766 | $4,176+253.6% | $3,660+303.4% | $4,763+210.0% |
| Participant deferral / active EE | $6,500 | $4,958+31.1% | $4,371+48.7% | $5,983+8.6% |
| Admin fee / account holder | $1,510 | $7,249-79.2% | $5,948-74.6% | $11,252-86.6% |