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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 | $472,232 | $70,121+573.4% | $63,803+640.1% | $138,895+240.0% |
| Participation rate | 100.0% | 77.2%+22.8pp | 72.7%+27.3pp | 79.9%+20.1pp |
| Annual return | 17.38% | 946.48%-929.1pp | 543.72%-526.3pp | 145.39%-128.0pp |
| Employer contribution / active EE | $6,732 | $2,882+133.6% | $2,532+165.8% | $4,194+60.5% |
| Participant deferral / active EE | $15,667 | $4,535+245.4% | $3,843+307.7% | $6,396+144.9% |
| Admin fee / account holder | $2,028 | $6,738-69.9% | $5,196-61.0% | $12,562-83.9% |