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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 | $183,592+135.4% | $155,574+177.8% | $145,877+196.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.82% | 61.37%-50.6pp | 64.87%-54.0pp | 551.28%-540.5pp |
| Employer contribution / active EE | $17,068 | $5,317+221.0% | $4,676+265.0% | $4,663+266.0% |
| Participant deferral / active EE | $4,219 | $6,466-34.8% | $5,629-25.1% | $6,691-36.9% |
| Admin fee / account holder | $5,666 | $19,316-70.7% | $15,914-64.4% | $13,402-57.7% |