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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 | $545,782 | $198,457+175.0% | $170,435+220.2% | $147,586+269.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 16.76% | 257.30%-240.5pp | 205.94%-189.2pp | 578.59%-561.8pp |
| Employer contribution / active EE | $17,286 | $6,183+179.6% | $5,432+218.2% | $4,876+254.5% |
| Participant deferral / active EE | $11,774 | $5,629+109.1% | $4,939+138.4% | $5,439+116.5% |
| Admin fee / account holder | $4,706 | $16,852-72.1% | $13,881-66.1% | $10,886-56.8% |