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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 | $461,162 | $226,105+104.0% | $182,540+152.6% | $152,897+201.6% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 18.26% | 192.58%-174.3pp | 148.58%-130.3pp | 345.43%-327.2pp |
| Employer contribution / active EE | $13,264 | $4,978+166.4% | $4,076+225.4% | $4,764+178.4% |
| Participant deferral / active EE | $7,404 | $6,370+16.2% | $5,525+34.0% | $5,851+26.5% |
| Admin fee / account holder | $2,224 | $10,706-79.2% | $8,593-74.1% | $11,599-80.8% |