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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 | $743,767 | $132,634+460.8% | $115,768+542.5% | $137,256+441.9% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.4%+8.9pp | 80.0%+3.4pp |
| Annual return | 12.95% | 160.70%-147.7pp | 100.46%-87.5pp | 220.34%-207.4pp |
| Employer contribution / active EE | $30,226 | $3,360+799.7% | $2,940+928.2% | $4,156+627.3% |
| Participant deferral / active EE | $0 | $5,619-100.0% | $4,917-100.0% | $6,407-100.0% |
| Admin fee / account holder | $52,804 | $15,028+251.4% | $12,439+324.5% | $12,270+330.3% |