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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 | $723,698 | $227,597+218.0% | $189,575+281.7% | $167,536+332.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.92% | 78.44%-65.5pp | 64.19%-51.3pp | 478.82%-465.9pp |
| Employer contribution / active EE | $30,000 | $5,316+464.3% | $4,412+580.0% | $4,839+520.0% |
| Participant deferral / active EE | $22,750 | $7,002+224.9% | $6,174+268.5% | $6,342+258.7% |
| Admin fee / account holder | $2,854 | $11,877-76.0% | $9,806-70.9% | $12,315-76.8% |