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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 | $506,174 | $182,442+177.4% | $163,379+209.8% | $138,895+264.4% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 11.95% | 72.74%-60.8pp | 63.41%-51.5pp | 145.39%-133.4pp |
| Employer contribution / active EE | $13,717 | $4,159+229.8% | $3,752+265.6% | $4,194+227.0% |
| Participant deferral / active EE | $0 | $6,817-100.0% | $6,282-100.0% | $6,396-100.0% |
| Admin fee / account holder | $15,451 | $10,396+48.6% | $9,818+57.4% | $12,562+23.0% |