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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 | $501,338 | $111,535+349.5% | $105,223+376.5% | $137,256+265.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 22.97% | 237.85%-214.9pp | 180.65%-157.7pp | 220.34%-197.4pp |
| Employer contribution / active EE | $5,751 | $3,939+46.0% | $3,689+55.9% | $4,156+38.4% |
| Participant deferral / active EE | $17,330 | $5,500+215.1% | $5,072+241.7% | $6,407+170.5% |
| Admin fee / account holder | $309 | $9,721-96.8% | $8,859-96.5% | $12,270-97.5% |