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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 | $523,506 | $166,131+215.1% | $164,975+217.3% | $145,877+258.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.46% | 100.37%-84.9pp | 70.12%-54.7pp | 551.28%-535.8pp |
| Employer contribution / active EE | $15,271 | $5,276+189.5% | $4,343+251.7% | $4,663+227.5% |
| Participant deferral / active EE | $20,333 | $6,962+192.1% | $6,033+237.0% | $6,691+203.9% |
| Admin fee / account holder | $152,628 | $16,648+816.8% | $12,688+1102.9% | $13,402+1038.8% |