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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 | $134,817+322.9% | $123,973+359.9% | $155,188+267.4% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 12.87% | 515.49%-502.6pp | 388.13%-375.3pp | 148.84%-136.0pp |
| Employer contribution / active EE | $17,641 | $4,425+298.7% | $4,126+327.6% | $4,248+315.3% |
| Participant deferral / active EE | $15,784 | $5,706+176.6% | $5,247+200.8% | $6,531+141.7% |
| Admin fee / account holder | $74,401 | $13,245+461.7% | $11,799+530.6% | $14,480+413.8% |