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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 | $768,808 | $183,592+318.8% | $155,567+394.2% | $145,959+426.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.81% | 61.24%-49.4pp | 64.74%-52.9pp | 561.95%-550.1pp |
| Employer contribution / active EE | $27,778 | $5,315+422.7% | $4,674+494.3% | $4,661+496.0% |
| Participant deferral / active EE | $12,667 | $6,464+95.9% | $5,628+125.1% | $6,689+89.4% |
| Admin fee / account holder | $14,837 | $19,318-23.2% | $15,916-6.8% | $13,398+10.7% |