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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 | $472,896 | $181,062+161.2% | $158,223+198.9% | $155,188+204.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 15.33% | 57.39%-42.1pp | 52.09%-36.8pp | 148.84%-133.5pp |
| Employer contribution / active EE | $10,449 | $4,565+128.9% | $4,109+154.3% | $4,248+146.0% |
| Participant deferral / active EE | $16,496 | $6,134+168.9% | $5,467+201.7% | $6,531+152.6% |
| Admin fee / account holder | $2,357 | $18,825-87.5% | $16,047-85.3% | $14,480-83.7% |