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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 | $606,159 | $223,823+170.8% | $211,142+187.1% | $154,746+291.7% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 14.96% | 50.39%-35.4pp | 46.84%-31.9pp | 172.34%-157.4pp |
| Employer contribution / active EE | $14,397 | $6,787+112.1% | $6,442+123.5% | $4,379+228.8% |
| Participant deferral / active EE | $26,151 | $9,750+168.2% | $9,284+181.7% | $6,730+288.6% |
| Admin fee / account holder | $4,694 | $19,707-76.2% | $19,076-75.4% | $14,365-67.3% |