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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 | $132,634+374.4% | $115,768+443.5% | $137,256+358.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 16.03% | 160.70%-144.7pp | 100.46%-84.4pp | 220.34%-204.3pp |
| Employer contribution / active EE | $21,074 | $3,360+527.3% | $2,940+616.8% | $4,156+407.1% |
| Participant deferral / active EE | $17,940 | $5,619+219.3% | $4,917+264.9% | $6,407+180.0% |
| Admin fee / account holder | $2,674 | $15,028-82.2% | $12,439-78.5% | $12,270-78.2% |