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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 | $632,690 | $162,529+289.3% | $130,788+383.8% | $154,746+308.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 17.73% | 510.48%-492.7pp | 386.44%-368.7pp | 172.34%-154.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $7,435 | $4,808+54.6% | $4,137+79.7% | $6,730+10.5% |
| Admin fee / account holder | $2,379 | $7,669-69.0% | $6,673-64.4% | $14,365-83.4% |