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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 | $636,460 | $226,090+181.5% | $182,531+248.7% | $152,885+316.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 22.10% | 192.57%-170.5pp | 148.57%-126.5pp | 345.39%-323.3pp |
| Employer contribution / active EE | $17,082 | $4,978+243.1% | $4,075+319.1% | $4,763+258.6% |
| Participant deferral / active EE | $0 | $6,369-100.0% | $5,525-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,288 | $10,705-59.9% | $8,593-50.1% | $11,598-63.0% |