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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 | $570,818 | $138,075+313.4% | $123,552+362.0% | $135,379+321.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 17.31% | 153.70%-136.4pp | 119.20%-101.9pp | 519.79%-502.5pp |
| Employer contribution / active EE | $17,623 | $5,152+242.1% | $4,628+280.8% | $4,779+268.8% |
| Participant deferral / active EE | $12,775 | $6,800+87.9% | $6,426+98.8% | $5,609+127.8% |
| Admin fee / account holder | $18,139 | $10,917+66.2% | $9,285+95.4% | $10,828+67.5% |