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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 | $441,575 | $227,291+94.3% | $214,702+105.7% | $155,188+184.5% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.76% | 60.08%-46.3pp | 54.55%-40.8pp | 148.84%-135.1pp |
| Employer contribution / active EE | $17,403 | $6,772+157.0% | $6,461+169.4% | $4,248+309.7% |
| Participant deferral / active EE | $14,836 | $9,582+54.8% | $9,147+62.2% | $6,531+127.2% |
| Admin fee / account holder | $13,999 | $20,413-31.4% | $19,830-29.4% | $14,480-3.3% |