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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 | $626,671 | $175,259+257.6% | $149,723+318.6% | $139,487+349.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.92% | 166.82%-144.9pp | 134.50%-112.6pp | 373.84%-351.9pp |
| Employer contribution / active EE | $1,690 | $5,478-69.2% | $4,821-65.0% | $4,755-64.5% |
| Participant deferral / active EE | $9,550 | $6,522+46.4% | $5,682+68.1% | $6,713+42.3% |
| Admin fee / account holder | $3,715 | $16,158-77.0% | $13,215-71.9% | $11,407-67.4% |