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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 | $540,998 | $181,062+198.8% | $158,223+241.9% | $155,188+248.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 12.22% | 57.39%-45.2pp | 52.09%-39.9pp | 148.84%-136.6pp |
| Employer contribution / active EE | $18,822 | $4,565+312.3% | $4,109+358.1% | $4,248+343.1% |
| Participant deferral / active EE | $20,333 | $6,134+231.5% | $5,467+271.9% | $6,531+211.3% |
| Admin fee / account holder | $4,151 | $18,825-77.9% | $16,047-74.1% | $14,480-71.3% |