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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 | $510,644 | $178,174+186.6% | $156,181+227.0% | $137,256+272.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 16.36% | 84.19%-67.8pp | 64.87%-48.5pp | 220.34%-204.0pp |
| Employer contribution / active EE | $21,624 | $4,972+334.9% | $4,294+403.6% | $4,156+420.3% |
| Participant deferral / active EE | $22,856 | $6,888+231.8% | $6,132+272.7% | $6,407+256.7% |
| Admin fee / account holder | $2,005 | $17,404-88.5% | $14,586-86.3% | $12,270-83.7% |