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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 | $612,261 | $227,291+169.4% | $214,702+185.2% | $155,188+294.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.69% | 60.08%-45.4pp | 54.55%-39.9pp | 148.84%-134.1pp |
| Employer contribution / active EE | $16,976 | $6,772+150.7% | $6,461+162.8% | $4,248+299.6% |
| Participant deferral / active EE | $14,242 | $9,582+48.6% | $9,147+55.7% | $6,531+118.1% |
| Admin fee / account holder | $1,359 | $20,413-93.3% | $19,830-93.1% | $14,480-90.6% |