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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 | $362,818 | $162,136+123.8% | $152,301+138.2% | $154,746+134.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.83% | 91.02%-74.2pp | 80.50%-63.7pp | 172.34%-155.5pp |
| Employer contribution / active EE | $11,197 | $4,890+129.0% | $4,624+142.1% | $4,379+155.7% |
| Participant deferral / active EE | $16,818 | $8,341+101.6% | $8,004+110.1% | $6,730+149.9% |
| Admin fee / account holder | $1,543 | $15,759-90.2% | $14,398-89.3% | $14,365-89.3% |