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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 | $612,244 | $209,425+192.3% | $178,499+243.0% | $158,966+285.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 14.64% | 188.80%-174.2pp | 151.10%-136.5pp | 302.95%-288.3pp |
| Employer contribution / active EE | $4,286 | $5,707-24.9% | $5,011-14.5% | $4,762-10.0% |
| Participant deferral / active EE | $0 | $5,955-100.0% | $5,202-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,286 | $17,078-74.9% | $13,986-69.4% | $11,250-61.9% |