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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 | $438,734 | $196,972+122.7% | $182,262+140.7% | $198,609+120.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 15.77% | 158.27%-142.5pp | 140.60%-124.8pp | 202.70%-186.9pp |
| Employer contribution / active EE | $19,754 | $5,364+268.3% | $5,046+291.5% | $5,055+290.8% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $2,438 | $18,429-86.8% | $16,712-85.4% | $19,030-87.2% |