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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 | $543,085 | $217,432+149.8% | $185,851+192.2% | $167,553+224.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.67% | 148.43%-133.8pp | 122.11%-107.4pp | 478.89%-464.2pp |
| Employer contribution / active EE | $8,933 | $5,874+52.1% | $5,168+72.8% | $4,840+84.6% |
| Participant deferral / active EE | $0 | $6,357-100.0% | $5,569-100.0% | $6,343-100.0% |
| Admin fee / account holder | $2,211 | $19,820-88.8% | $16,245-86.4% | $12,316-82.1% |