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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 | $581,826 | $183,592+216.9% | $155,574+274.0% | $145,877+298.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.95% | 61.37%-50.4pp | 64.87%-53.9pp | 551.28%-540.3pp |
| Employer contribution / active EE | $3,873 | $5,317-27.2% | $4,676-17.2% | $4,663-16.9% |
| Participant deferral / active EE | $7,625 | $6,466+17.9% | $5,629+35.5% | $6,691+14.0% |
| Admin fee / account holder | $38,087 | $19,316+97.2% | $15,914+139.3% | $13,402+184.2% |