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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 | $589,784 | $181,062+225.7% | $158,223+272.8% | $155,188+280.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.39% | 57.39%-45.0pp | 52.09%-39.7pp | 148.84%-136.5pp |
| Employer contribution / active EE | $13,750 | $4,565+201.2% | $4,109+234.6% | $4,248+223.7% |
| Participant deferral / active EE | $0 | $6,134-100.0% | $5,467-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,695 | $18,825-64.4% | $16,047-58.3% | $14,480-53.8% |