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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 | $433,737 | $185,905+133.3% | $170,057+155.1% | $139,487+211.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.79% | 60.56%-43.8pp | 53.42%-36.6pp | 373.84%-357.1pp |
| Employer contribution / active EE | $43,070 | $7,597+466.9% | $6,790+534.3% | $4,755+805.8% |
| Participant deferral / active EE | $15,625 | $11,627+34.4% | $10,411+50.1% | $6,713+132.8% |
| Admin fee / account holder | $4,409 | $15,397-71.4% | $12,826-65.6% | $11,407-61.4% |