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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 | $432,139 | $183,539+135.4% | $155,556+177.8% | $145,897+196.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.82% | 61.31%-50.5pp | 64.84%-54.0pp | 552.29%-541.5pp |
| Employer contribution / active EE | $17,068 | $5,315+221.1% | $4,675+265.1% | $4,663+266.1% |
| Participant deferral / active EE | $4,219 | $6,467-34.8% | $5,631-25.1% | $6,689-36.9% |
| Admin fee / account holder | $5,666 | $19,275-70.6% | $15,885-64.3% | $13,390-57.7% |