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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 | $475,825 | $197,603+140.8% | $177,827+167.6% | $158,950+199.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 12.93% | 58.76%-45.8pp | 48.32%-35.4pp | 302.91%-290.0pp |
| Employer contribution / active EE | $5,000 | $6,698-25.3% | $5,918-15.5% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $36,276 | $15,402+135.5% | $12,429+191.9% | $11,248+222.5% |