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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 | $490,719 | $208,088+135.8% | $186,193+163.6% | $154,746+217.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 18.14% | 89.97%-71.8pp | 78.03%-59.9pp | 172.34%-154.2pp |
| Employer contribution / active EE | $13,570 | $4,340+212.7% | $3,918+246.3% | $4,379+209.9% |
| Participant deferral / active EE | $15,242 | $7,078+115.3% | $6,513+134.0% | $6,730+126.5% |
| Admin fee / account holder | $6,437 | $11,698-45.0% | $11,058-41.8% | $14,365-55.2% |