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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 | $499,178 | $198,462+151.5% | $170,439+192.9% | $147,585+238.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 21.63% | 257.30%-235.7pp | 205.94%-184.3pp | 578.58%-557.0pp |
| Employer contribution / active EE | $8,738 | $6,184+41.3% | $5,433+60.8% | $4,876+79.2% |
| Participant deferral / active EE | $9,009 | $5,629+60.0% | $4,939+82.4% | $5,439+65.7% |
| Admin fee / account holder | $13,844 | $16,852-17.8% | $13,881-0.3% | $10,886+27.2% |