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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 | $412,510 | $165,399+149.4% | $149,745+175.5% | $158,982+159.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.83% | 348.34%-324.5pp | 276.72%-252.9pp | 302.99%-279.2pp |
| Employer contribution / active EE | $7,222 | $5,105+41.5% | $4,646+55.5% | $4,763+51.6% |
| Participant deferral / active EE | $10,479 | $7,183+45.9% | $6,843+53.1% | $5,983+75.1% |
| Admin fee / account holder | $2,774 | $10,811-74.3% | $9,312-70.2% | $11,252-75.3% |