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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 | $527,648 | $175,259+201.1% | $149,723+252.4% | $139,487+278.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 21.59% | 166.82%-145.2pp | 134.50%-112.9pp | 373.84%-352.3pp |
| Employer contribution / active EE | $35,591 | $5,478+549.7% | $4,821+638.2% | $4,755+648.5% |
| Participant deferral / active EE | $21,975 | $6,522+237.0% | $5,682+286.7% | $6,713+227.4% |
| Admin fee / account holder | $29,308 | $16,158+81.4% | $13,215+121.8% | $11,407+156.9% |