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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 | $423,384 | $183,539+130.7% | $155,556+172.2% | $145,897+190.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.77% | 61.31%-47.5pp | 64.84%-51.1pp | 552.29%-538.5pp |
| Employer contribution / active EE | $23,846 | $5,315+348.6% | $4,675+410.0% | $4,663+411.4% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $3,592 | $19,275-81.4% | $15,885-77.4% | $13,390-73.2% |