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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 | $491,576 | $134,817+264.6% | $123,973+296.5% | $155,188+216.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 17.03% | 515.49%-498.5pp | 388.13%-371.1pp | 148.84%-131.8pp |
| Employer contribution / active EE | $22,981 | $4,425+419.3% | $4,126+457.0% | $4,248+441.0% |
| Participant deferral / active EE | $14,200 | $5,706+148.8% | $5,247+170.6% | $6,531+117.4% |
| Admin fee / account holder | $3,681 | $13,245-72.2% | $11,799-68.8% | $14,480-74.6% |