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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 | $586,989 | $183,516+219.9% | $155,534+277.4% | $145,884+302.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.14% | 61.43%-47.3pp | 64.92%-50.8pp | 551.85%-537.7pp |
| Employer contribution / active EE | $10,152 | $5,315+91.0% | $4,675+117.2% | $4,662+117.7% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $30,488 | $19,293+58.0% | $15,900+91.8% | $13,392+127.7% |