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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 | $533,306 | $88,754+500.9% | $81,820+551.8% | $145,877+265.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 14.97% | 1031.77%-1016.8pp | 777.93%-763.0pp | 551.28%-536.3pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,429 | $4,648+38.3% | $4,323+48.7% | $6,691-3.9% |
| Admin fee / account holder | $5,039 | $8,424-40.2% | $7,391-31.8% | $13,402-62.4% |