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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 | $417,099 | $227,291+83.5% | $214,702+94.3% | $155,188+168.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 14.27% | 60.08%-45.8pp | 54.55%-40.3pp | 148.84%-134.6pp |
| Employer contribution / active EE | $23,275 | $6,772+243.7% | $6,461+260.3% | $4,248+447.9% |
| Participant deferral / active EE | $22,486 | $9,582+134.7% | $9,147+145.8% | $6,531+244.3% |
| Admin fee / account holder | $96,362 | $20,413+372.1% | $19,830+385.9% | $14,480+565.5% |