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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 | $485,871 | $148,629+226.9% | $135,982+257.3% | $139,487+248.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.18% | 79.33%-62.2pp | 68.32%-51.1pp | 373.84%-356.7pp |
| Employer contribution / active EE | $15,605 | $5,247+197.4% | $4,859+221.2% | $4,755+228.2% |
| Participant deferral / active EE | $16,773 | $8,102+107.0% | $7,760+116.1% | $6,713+149.9% |
| Admin fee / account holder | $2,099 | $12,406-83.1% | $10,767-80.5% | $11,407-81.6% |