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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 | $408,090 | $97,732+317.6% | $83,831+386.8% | $135,380+201.4% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | 8.64% | 1287.56%-1278.9pp | 850.99%-842.3pp | 519.81%-511.2pp |
| Employer contribution / active EE | $14,627 | $4,222+246.4% | $3,631+302.8% | $4,779+206.1% |
| Participant deferral / active EE | $11,218 | $4,683+139.6% | $4,082+174.8% | $5,609+100.0% |
| Admin fee / account holder | $6,630 | $6,675-0.7% | $5,479+21.0% | $10,828-38.8% |