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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 | $570,138 | $129,737+339.5% | $119,126+378.6% | $154,746+268.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 12.87% | 379.08%-366.2pp | 282.11%-269.2pp | 172.34%-159.5pp |
| Employer contribution / active EE | $17,641 | $4,375+303.2% | $4,034+337.4% | $4,379+302.9% |
| Participant deferral / active EE | $15,784 | $5,842+170.2% | $5,318+196.8% | $6,730+134.5% |
| Admin fee / account holder | $74,401 | $11,961+522.0% | $10,693+595.8% | $14,365+417.9% |