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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 | $537,682 | $108,882+393.8% | $96,754+455.7% | $154,746+247.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 10.18% | 98.39%-88.2pp | 82.04%-71.9pp | 172.34%-162.2pp |
| Employer contribution / active EE | $12,321 | $3,018+308.2% | $2,679+359.9% | $4,379+181.4% |
| Participant deferral / active EE | $25,179 | $5,323+373.1% | $4,758+429.2% | $6,730+274.1% |
| Admin fee / account holder | $7,838 | $10,200-23.2% | $8,905-12.0% | $14,365-45.4% |