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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 | $690,677 | $129,737+432.4% | $119,126+479.8% | $154,746+346.3% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 18.81% | 379.08%-360.3pp | 282.11%-263.3pp | 172.34%-153.5pp |
| Employer contribution / active EE | $33,302 | $4,375+661.2% | $4,034+725.6% | $4,379+660.5% |
| Participant deferral / active EE | $19,120 | $5,842+227.3% | $5,318+259.5% | $6,730+184.1% |
| Admin fee / account holder | $57,107 | $11,961+377.5% | $10,693+434.0% | $14,365+297.5% |