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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 | $638,677 | $155,833+309.8% | $124,693+412.2% | $167,536+281.2% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 17.70% | 17.98%-0.3pp | 5144.19%-5126.5pp | 478.82%-461.1pp |
| Employer contribution / active EE | $7,031 | $4,164+68.8% | $3,324+111.5% | $4,839+45.3% |
| Participant deferral / active EE | $0 | $5,675-100.0% | $4,615-100.0% | $6,342-100.0% |
| Admin fee / account holder | $4,402 | $9,534-53.8% | $7,494-41.3% | $12,315-64.3% |