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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 | $681,936 | $105,960+543.6% | $81,726+734.4% | $158,982+328.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 94.84% | 38.19%+56.7pp | 29.49%+65.3pp | 302.99%-208.1pp |
| Employer contribution / active EE | $4,063 | $7,805-47.9% | $4,311-5.8% | $4,763-14.7% |
| Participant deferral / active EE | $3,208 | $13,011-75.3% | $7,108-54.9% | $5,983-46.4% |
| Admin fee / account holder | $17,423 | $8,494+105.1% | $5,160+237.7% | $11,252+54.9% |