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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 | $570,707 | $165,584+244.7% | $142,942+299.3% | $137,256+315.8% |
| Participation rate | 100.0% | 80.1%+19.9pp | 76.8%+23.2pp | 80.0%+20.0pp |
| Annual return | 16.41% | 164.22%-147.8pp | 113.70%-97.3pp | 220.34%-203.9pp |
| Employer contribution / active EE | $10,727 | $4,725+127.0% | $4,139+159.1% | $4,156+158.1% |
| Participant deferral / active EE | $21,394 | $8,194+161.1% | $7,128+200.1% | $6,407+233.9% |
| Admin fee / account holder | $8,290 | $16,167-48.7% | $12,475-33.5% | $12,270-32.4% |