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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 | $523,328 | $138,076+279.0% | $123,553+323.6% | $135,380+286.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 10.26% | 153.70%-143.4pp | 119.21%-108.9pp | 519.81%-509.5pp |
| Employer contribution / active EE | $6,667 | $5,152+29.4% | $4,628+44.0% | $4,779+39.5% |
| Participant deferral / active EE | $19,291 | $6,800+183.7% | $6,426+200.2% | $5,609+243.9% |
| Admin fee / account holder | $5,749 | $10,917-47.3% | $9,284-38.1% | $10,828-46.9% |