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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 | $525,620 | $125,778+317.9% | $114,563+358.8% | $154,746+239.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 16.05% | 295.14%-279.1pp | 241.09%-225.0pp | 172.34%-156.3pp |
| Employer contribution / active EE | $6,557 | $2,806+133.7% | $2,592+153.0% | $4,379+49.7% |
| Participant deferral / active EE | $14,297 | $4,445+221.7% | $4,142+245.2% | $6,730+112.4% |
| Admin fee / account holder | $4,081 | $8,190-50.2% | $7,623-46.5% | $14,365-71.6% |