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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 | $504,627 | $209,336+141.1% | $197,124+156.0% | $137,256+267.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 12.14% | 48.09%-35.9pp | 44.34%-32.2pp | 220.34%-208.2pp |
| Employer contribution / active EE | $11,847 | $6,591+79.8% | $6,227+90.2% | $4,156+185.1% |
| Participant deferral / active EE | $17,211 | $9,614+79.0% | $9,135+88.4% | $6,407+168.6% |
| Admin fee / account holder | $41,978 | $17,308+142.5% | $16,298+157.6% | $12,270+242.1% |