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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 | $591,777 | $196,972+200.4% | $182,262+224.7% | $198,609+198.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 9.07% | 158.27%-149.2pp | 140.60%-131.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $26,520 | $5,364+394.5% | $5,046+425.6% | $5,055+424.6% |
| Participant deferral / active EE | $14,147 | $8,643+63.7% | $8,276+70.9% | $6,977+102.8% |
| Admin fee / account holder | $8,343 | $18,429-54.7% | $16,712-50.1% | $19,030-56.2% |