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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 | $514,361 | $139,948+267.5% | $121,663+322.8% | $154,746+232.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.5%+25.5pp | 80.7%+19.3pp |
| Annual return | 9.93% | 230.52%-220.6pp | 147.54%-137.6pp | 172.34%-162.4pp |
| Employer contribution / active EE | $15,000 | $3,521+326.0% | $3,020+396.7% | $4,379+242.5% |
| Participant deferral / active EE | $0 | $5,629-100.0% | $4,887-100.0% | $6,730-100.0% |
| Admin fee / account holder | $6,245 | $17,321-63.9% | $14,289-56.3% | $14,365-56.5% |