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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 | $529,370 | $90,691+483.7% | $76,119+595.5% | $145,884+262.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 18.43% | 624.52%-606.1pp | 361.25%-342.8pp | 551.85%-533.4pp |
| Employer contribution / active EE | $3,701 | $3,329+11.2% | $2,693+37.5% | $4,662-20.6% |
| Participant deferral / active EE | $12,443 | $5,167+140.8% | $4,259+192.1% | $6,690+86.0% |
| Admin fee / account holder | $6,939 | $8,383-17.2% | $6,421+8.1% | $13,392-48.2% |