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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 | $479,414 | $210,698+127.5% | $178,014+169.3% | $145,959+228.5% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.76% | 386.27%-374.5pp | 294.80%-283.0pp | 561.95%-550.2pp |
| Employer contribution / active EE | $10,000 | $4,567+119.0% | $3,950+153.2% | $4,661+114.6% |
| Participant deferral / active EE | $8,000 | $6,958+15.0% | $6,276+27.5% | $6,689+19.6% |
| Admin fee / account holder | $2,887 | $12,016-76.0% | $10,362-72.1% | $13,398-78.5% |