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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 | $557,071 | $178,174+212.7% | $156,181+256.7% | $137,256+305.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 23.82% | 84.19%-60.4pp | 64.87%-41.1pp | 220.34%-196.5pp |
| Employer contribution / active EE | $25,675 | $4,972+416.4% | $4,294+497.9% | $4,156+517.8% |
| Participant deferral / active EE | $0 | $6,888-100.0% | $6,132-100.0% | $6,407-100.0% |
| Admin fee / account holder | $3,536 | $17,404-79.7% | $14,586-75.8% | $12,270-71.2% |