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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 | $501,963 | $201,344+149.3% | $184,243+172.4% | $145,877+244.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 15.87% | 29.01%-13.1pp | 28.82%-12.9pp | 551.28%-535.4pp |
| Employer contribution / active EE | $18,954 | $7,022+169.9% | $6,427+194.9% | $4,663+306.5% |
| Participant deferral / active EE | $18,301 | $9,807+86.6% | $9,132+100.4% | $6,691+173.5% |
| Admin fee / account holder | $25,285 | $16,382+54.3% | $13,914+81.7% | $13,402+88.7% |