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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 | $111,535+411.2% | $105,223+441.8% | $137,256+315.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 12.87% | 237.85%-225.0pp | 180.65%-167.8pp | 220.34%-207.5pp |
| Employer contribution / active EE | $17,641 | $3,939+347.8% | $3,689+378.3% | $4,156+324.5% |
| Participant deferral / active EE | $15,784 | $5,500+187.0% | $5,072+211.2% | $6,407+146.4% |
| Admin fee / account holder | $74,401 | $9,721+665.3% | $8,859+739.9% | $12,270+506.4% |