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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 | $631,656 | $106,923+490.8% | $84,023+651.8% | $152,909+313.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 69.0%+31.0pp | 82.5%+17.5pp |
| Annual return | 18.16% | 105.02%-86.9pp | 71.32%-53.2pp | 345.46%-327.3pp |
| Employer contribution / active EE | $5,187 | $2,735+89.6% | $1,984+161.4% | $4,764+8.9% |
| Participant deferral / active EE | $12,500 | $4,013+211.5% | $3,239+285.9% | $5,851+113.6% |
| Admin fee / account holder | $5,742 | $8,289-30.7% | $6,102-5.9% | $11,601-50.5% |