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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 | $452,421 | $132,634+241.1% | $115,768+290.8% | $137,256+229.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 18.75% | 160.70%-142.0pp | 100.46%-81.7pp | 220.34%-201.6pp |
| Employer contribution / active EE | $10,395 | $3,360+209.4% | $2,940+253.6% | $4,156+150.1% |
| Participant deferral / active EE | $28,540 | $5,619+408.0% | $4,917+480.5% | $6,407+345.5% |
| Admin fee / account holder | $2,637 | $15,028-82.5% | $12,439-78.8% | $12,270-78.5% |