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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 | $484,777 | $154,754+213.3% | $124,206+290.3% | $138,895+249.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 33.13% | 709.28%-676.2pp | 515.27%-482.1pp | 145.39%-112.3pp |
| Employer contribution / active EE | $19,096 | $4,446+329.5% | $3,540+439.4% | $4,194+355.3% |
| Participant deferral / active EE | $15,500 | $4,621+235.4% | $3,968+290.7% | $6,396+142.3% |
| Admin fee / account holder | $5,583 | $6,690-16.5% | $5,929-5.8% | $12,562-55.6% |