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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 | $591,329 | $90,614+552.6% | $76,089+677.2% | $145,877+305.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 14.06% | 623.80%-609.7pp | 360.94%-346.9pp | 551.28%-537.2pp |
| Employer contribution / active EE | $3,526 | $3,324+6.1% | $2,690+31.1% | $4,663-24.4% |
| Participant deferral / active EE | $4,354 | $5,168-15.8% | $4,259+2.2% | $6,691-34.9% |
| Admin fee / account holder | $4,563 | $8,376-45.5% | $6,418-28.9% | $13,402-66.0% |