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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 | $457,595 | $217,432+110.5% | $185,851+146.2% | $167,553+173.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.77% | 148.43%-134.7pp | 122.11%-108.3pp | 478.89%-465.1pp |
| Employer contribution / active EE | $29,794 | $5,874+407.2% | $5,168+476.5% | $4,840+515.6% |
| Participant deferral / active EE | $17,375 | $6,357+173.3% | $5,569+212.0% | $6,343+173.9% |
| Admin fee / account holder | $94,672 | $19,820+377.7% | $16,245+482.8% | $12,316+668.7% |