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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 | $462,821 | $175,212+164.1% | $149,682+209.2% | $139,427+231.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 11.66% | 166.63%-155.0pp | 134.35%-122.7pp | 373.27%-361.6pp |
| Employer contribution / active EE | $16,224 | $5,475+196.3% | $4,818+236.7% | $4,752+241.4% |
| Participant deferral / active EE | $4,362 | $6,520-33.1% | $5,681-23.2% | $6,711-35.0% |
| Admin fee / account holder | $11,645 | $16,150-27.9% | $13,210-11.8% | $11,404+2.1% |