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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 | $105,931+543.8% | $81,930+732.3% | $158,931+329.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.0%+28.0pp | 82.0%+18.0pp |
| Annual return | 94.84% | 38.17%+56.7pp | 29.49%+65.4pp | 302.86%-208.0pp |
| Employer contribution / active EE | $4,063 | $7,800-47.9% | $4,310-5.7% | $4,761-14.7% |
| Participant deferral / active EE | $3,208 | $13,003-75.3% | $7,107-54.9% | $5,982-46.4% |
| Admin fee / account holder | $17,423 | $8,489+105.2% | $5,158+237.8% | $11,247+54.9% |