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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 | $565,456 | $154,754+265.4% | $124,206+355.3% | $138,895+307.1% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.6%+30.4pp | 79.9%+20.1pp |
| Annual return | 14.65% | 709.28%-694.6pp | 515.27%-500.6pp | 145.39%-130.7pp |
| Employer contribution / active EE | $22,167 | $4,446+398.6% | $3,540+526.1% | $4,194+428.5% |
| Participant deferral / active EE | $14,680 | $4,621+217.7% | $3,968+270.0% | $6,396+129.5% |
| Admin fee / account holder | $1,553 | $6,690-76.8% | $5,929-73.8% | $12,562-87.6% |