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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 | $755,238 | $111,535+577.1% | $105,223+617.7% | $137,256+450.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 13.10% | 237.85%-224.8pp | 180.65%-167.5pp | 220.34%-207.2pp |
| Employer contribution / active EE | $70,000 | $3,939+1676.9% | $3,689+1797.8% | $4,156+1584.3% |
| Participant deferral / active EE | $7,500 | $5,500+36.4% | $5,072+47.9% | $6,407+17.1% |
| Admin fee / account holder | $78,707 | $9,721+709.6% | $8,859+788.5% | $12,270+541.4% |