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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 | $442,527 | $183,516+141.1% | $155,534+184.5% | $145,884+203.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.62% | 61.43%-51.8pp | 64.92%-55.3pp | 551.85%-542.2pp |
| Employer contribution / active EE | $2,097 | $5,315-60.5% | $4,675-55.1% | $4,662-55.0% |
| Participant deferral / active EE | $3,100 | $6,467-52.1% | $5,630-44.9% | $6,690-53.7% |
| Admin fee / account holder | $495 | $19,293-97.4% | $15,900-96.9% | $13,392-96.3% |