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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 | $731,702 | $209,422+249.4% | $178,503+309.9% | $158,982+360.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 24.24% | 188.81%-164.6pp | 151.12%-126.9pp | 302.99%-278.8pp |
| Employer contribution / active EE | $4,342 | $5,707-23.9% | $5,011-13.4% | $4,763-8.8% |
| Participant deferral / active EE | $8,240 | $5,955+38.4% | $5,202+58.4% | $5,983+37.7% |
| Admin fee / account holder | $61,014 | $17,079+257.2% | $13,987+336.2% | $11,252+442.3% |