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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 | $442,994 | $162,136+173.2% | $152,301+190.9% | $154,746+186.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 16.43% | 91.02%-74.6pp | 80.50%-64.1pp | 172.34%-155.9pp |
| Employer contribution / active EE | $14,315 | $4,890+192.7% | $4,624+209.5% | $4,379+226.9% |
| Participant deferral / active EE | $21,700 | $8,341+160.2% | $8,004+171.1% | $6,730+222.4% |
| Admin fee / account holder | $8,826 | $15,759-44.0% | $14,398-38.7% | $14,365-38.6% |