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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 | $510,343 | $129,737+293.4% | $119,126+328.4% | $154,746+229.8% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 17.28% | 379.08%-361.8pp | 282.11%-264.8pp | 172.34%-155.1pp |
| Employer contribution / active EE | $8,733 | $4,375+99.6% | $4,034+116.5% | $4,379+99.4% |
| Participant deferral / active EE | $14,190 | $5,842+142.9% | $5,318+166.8% | $6,730+110.8% |
| Admin fee / account holder | $314 | $11,961-97.4% | $10,693-97.1% | $14,365-97.8% |