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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 | $506,311 | $175,231+188.9% | $149,696+238.2% | $139,466+263.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 18.62% | 166.77%-148.2pp | 134.46%-115.8pp | 373.66%-355.0pp |
| Employer contribution / active EE | $17,587 | $5,478+221.0% | $4,821+264.8% | $4,754+269.9% |
| Participant deferral / active EE | $11,171 | $6,521+71.3% | $5,682+96.6% | $6,712+66.4% |
| Admin fee / account holder | $4,249 | $16,155-73.7% | $13,212-67.8% | $11,409-62.8% |