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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 | $475,942 | $212,386+124.1% | $199,883+138.1% | $138,895+242.7% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 73.21% | 47.75%+25.5pp | 43.81%+29.4pp | 145.39%-72.2pp |
| Employer contribution / active EE | $18,875 | $6,625+184.9% | $6,261+201.5% | $4,194+350.0% |
| Participant deferral / active EE | $0 | $9,617-100.0% | $9,138-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,820 | $18,233-68.1% | $17,268-66.3% | $12,562-53.7% |