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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 | $511,879 | $108,882+370.1% | $96,754+429.1% | $154,746+230.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 70.3%+29.7pp | 80.7%+19.3pp |
| Annual return | 18.16% | 98.39%-80.2pp | 82.04%-63.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $7,135 | $3,018+136.4% | $2,679+166.3% | $4,379+62.9% |
| Participant deferral / active EE | $9,141 | $5,323+71.7% | $4,758+92.1% | $6,730+35.8% |
| Admin fee / account holder | $2,433 | $10,200-76.2% | $8,905-72.7% | $14,365-83.1% |