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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 | $446,274 | $198,457+124.9% | $170,435+161.8% | $147,586+202.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 19.67% | 257.30%-237.6pp | 205.94%-186.3pp | 578.59%-558.9pp |
| Employer contribution / active EE | $9,852 | $6,183+59.3% | $5,432+81.4% | $4,876+102.0% |
| Participant deferral / active EE | $9,709 | $5,629+72.5% | $4,939+96.6% | $5,439+78.5% |
| Admin fee / account holder | $5,399 | $16,852-68.0% | $13,881-61.1% | $10,886-50.4% |