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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 | $375,783 | $102,638+266.1% | $81,991+358.3% | $158,966+136.4% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 15.78% | 61.05%-45.3pp | 41.31%-25.5pp | 302.95%-287.2pp |
| Employer contribution / active EE | $5,665 | $3,241+74.8% | $2,498+126.7% | $4,762+19.0% |
| Participant deferral / active EE | $11,029 | $4,649+137.2% | $3,722+196.3% | $5,983+84.3% |
| Admin fee / account holder | $11,160 | $8,237+35.5% | $5,665+97.0% | $11,250-0.8% |