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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 | $334,864 | $108,922+207.4% | $100,398+233.5% | $145,978+129.4% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.29% | 58.04%-42.7pp | 49.32%-34.0pp | 550.52%-535.2pp |
| Employer contribution / active EE | $46,000 | $4,426+939.4% | $3,946+1065.8% | $4,662+886.7% |
| Participant deferral / active EE | $28,000 | $8,450+231.4% | $8,084+246.4% | $6,690+318.6% |
| Admin fee / account holder | $1,667 | $9,680-82.8% | $7,893-78.9% | $13,400-87.6% |