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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 | $142,354+261.3% | $125,529+309.8% | $155,188+231.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 9.93% | 306.06%-296.1pp | 202.56%-192.6pp | 148.84%-138.9pp |
| Employer contribution / active EE | $15,000 | $3,501+328.4% | $3,058+390.6% | $4,248+253.1% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $6,245 | $19,392-67.8% | $16,298-61.7% | $14,480-56.9% |