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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 | $495,404 | $157,296+214.9% | $141,191+250.9% | $152,897+224.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.04% | 64.34%-35.3pp | 71.41%-42.4pp | 345.43%-316.4pp |
| Employer contribution / active EE | $30,500 | $5,262+479.6% | $4,736+544.0% | $4,764+540.3% |
| Participant deferral / active EE | $22,000 | $7,111+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $569 | $12,125-95.3% | $10,264-94.5% | $11,599-95.1% |