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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 | $629,244 | $132,099+376.3% | $115,599+444.3% | $138,895+353.0% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 16.03% | 176.76%-160.7pp | 111.10%-95.1pp | 145.39%-129.4pp |
| Employer contribution / active EE | $21,074 | $3,416+516.9% | $2,955+613.1% | $4,194+402.5% |
| Participant deferral / active EE | $17,940 | $5,617+219.4% | $4,889+266.9% | $6,396+180.5% |
| Admin fee / account holder | $2,674 | $15,650-82.9% | $12,841-79.2% | $12,562-78.7% |