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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 | $575,364 | $176,105+226.7% | $159,474+260.8% | $167,536+243.4% |
| Participation rate | 80.0% | 85.0%-5.0pp | 82.8%-2.8pp | 82.1%-2.1pp |
| Annual return | 12.19% | 331.91%-319.7pp | 263.68%-251.5pp | 478.82%-466.6pp |
| Employer contribution / active EE | $34,738 | $5,299+555.6% | $4,831+619.1% | $4,839+617.9% |
| Participant deferral / active EE | $0 | $7,751-100.0% | $7,353-100.0% | $6,342-100.0% |
| Admin fee / account holder | $274,086 | $12,559+2082.3% | $10,802+2437.3% | $12,315+2125.7% |