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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 | $465,976 | $172,111+170.7% | $150,298+210.0% | $137,256+239.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 15.39% | 69.37%-54.0pp | 62.79%-47.4pp | 220.34%-205.0pp |
| Employer contribution / active EE | $5,250 | $4,636+13.2% | $4,154+26.4% | $4,156+26.3% |
| Participant deferral / active EE | $17,425 | $6,166+182.6% | $5,453+219.6% | $6,407+172.0% |
| Admin fee / account holder | $2,321 | $16,471-85.9% | $14,116-83.6% | $12,270-81.1% |