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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 | $473,653 | $217,432+117.8% | $185,851+154.9% | $167,553+182.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.45% | 148.43%-133.0pp | 122.11%-106.7pp | 478.89%-463.4pp |
| Employer contribution / active EE | $8,322 | $5,874+41.7% | $5,168+61.0% | $4,840+72.0% |
| Participant deferral / active EE | $20,375 | $6,357+220.5% | $5,569+265.9% | $6,343+221.2% |
| Admin fee / account holder | $14,110 | $19,820-28.8% | $16,245-13.1% | $12,316+14.6% |