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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 | $126,113+316.8% | $116,096+352.7% | $155,188+238.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 73.3%+26.7pp | 80.8%+19.2pp |
| Annual return | 16.05% | 391.72%-375.7pp | 326.25%-310.2pp | 148.84%-132.8pp |
| Employer contribution / active EE | $6,557 | $2,672+145.4% | $2,503+161.9% | $4,248+54.4% |
| Participant deferral / active EE | $14,297 | $4,162+243.5% | $3,952+261.8% | $6,531+118.9% |
| Admin fee / account holder | $4,081 | $8,045-49.3% | $7,704-47.0% | $14,480-71.8% |