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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 | $482,365 | $162,136+197.5% | $152,301+216.7% | $154,746+211.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.97% | 91.02%-77.1pp | 80.50%-66.5pp | 172.34%-158.4pp |
| Employer contribution / active EE | $6,806 | $4,890+39.2% | $4,624+47.2% | $4,379+55.4% |
| Participant deferral / active EE | $13,392 | $8,341+60.6% | $8,004+67.3% | $6,730+99.0% |
| Admin fee / account holder | $9,855 | $15,759-37.5% | $14,398-31.6% | $14,365-31.4% |