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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 | $185,312+172.6% | $161,489+212.9% | $154,746+226.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.03% | 103.84%-90.8pp | 89.72%-76.7pp | 172.34%-159.3pp |
| Employer contribution / active EE | $8,225 | $4,769+72.5% | $4,268+92.7% | $4,379+87.8% |
| Participant deferral / active EE | $24,910 | $6,350+292.3% | $5,630+342.5% | $6,730+270.1% |
| Admin fee / account holder | $20,263 | $18,654+8.6% | $16,006+26.6% | $14,365+41.1% |