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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 | $505,221 | $172,111+193.5% | $150,298+236.1% | $137,256+268.1% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.03% | 69.37%-56.3pp | 62.79%-49.8pp | 220.34%-207.3pp |
| Employer contribution / active EE | $8,225 | $4,636+77.4% | $4,154+98.0% | $4,156+97.9% |
| Participant deferral / active EE | $24,910 | $6,166+304.0% | $5,453+356.8% | $6,407+288.8% |
| Admin fee / account holder | $20,263 | $16,471+23.0% | $14,116+43.6% | $12,270+65.1% |