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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 | $469,894 | $183,539+156.0% | $155,556+202.1% | $145,897+222.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.41% | 61.31%-44.9pp | 64.84%-48.4pp | 552.29%-535.9pp |
| Employer contribution / active EE | $2,787 | $5,315-47.6% | $4,675-40.4% | $4,663-40.2% |
| Participant deferral / active EE | $15,930 | $6,467+146.3% | $5,631+182.9% | $6,689+138.1% |
| Admin fee / account holder | $17,022 | $19,275-11.7% | $15,885+7.2% | $13,390+27.1% |