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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 | $539,726 | $157,276+243.2% | $141,177+282.3% | $152,885+253.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.72% | 64.33%-40.6pp | 71.40%-47.7pp | 345.39%-321.7pp |
| Employer contribution / active EE | $12,537 | $5,262+138.3% | $4,736+164.7% | $4,763+163.2% |
| Participant deferral / active EE | $8,685 | $7,110+22.1% | $6,710+29.4% | $5,851+48.4% |
| Admin fee / account holder | $963 | $12,123-92.1% | $10,263-90.6% | $11,598-91.7% |