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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 | $649,938 | $166,242+291.0% | $165,071+293.7% | $145,884+345.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 20.22% | 100.44%-80.2pp | 70.17%-50.0pp | 551.85%-531.6pp |
| Employer contribution / active EE | $13,333 | $5,283+152.4% | $4,347+206.7% | $4,662+186.0% |
| Participant deferral / active EE | $0 | $6,964-100.0% | $6,035-100.0% | $6,690-100.0% |
| Admin fee / account holder | $19,237 | $16,658+15.5% | $12,695+51.5% | $13,392+43.7% |