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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 | $597,035 | $134,817+342.8% | $123,973+381.6% | $155,188+284.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 13.39% | 515.49%-502.1pp | 388.13%-374.7pp | 148.84%-135.4pp |
| Employer contribution / active EE | $14,995 | $4,425+238.9% | $4,126+263.5% | $4,248+253.0% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $5,189 | $13,245-60.8% | $11,799-56.0% | $14,480-64.2% |