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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 | $614,241 | $108,695+465.1% | $74,722+722.0% | $152,897+301.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 54.5%+45.5pp | 82.5%+17.5pp |
| Annual return | 19.34% | 114.11%-94.8pp | 753.11%-733.8pp | 345.43%-326.1pp |
| Employer contribution / active EE | $14,702 | $1,504+877.4% | $1,084+1256.0% | $4,764+208.6% |
| Participant deferral / active EE | $16,667 | $2,712+514.6% | $1,963+749.0% | $5,851+184.8% |
| Admin fee / account holder | $5,295 | $4,906+7.9% | $3,335+58.8% | $11,599-54.4% |