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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 | $537,082 | $208,088+158.1% | $186,193+188.5% | $154,746+247.1% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 11.98% | 89.97%-78.0pp | 78.03%-66.0pp | 172.34%-160.4pp |
| Employer contribution / active EE | $15,000 | $4,340+245.6% | $3,918+282.8% | $4,379+242.5% |
| Participant deferral / active EE | $34,749 | $7,078+390.9% | $6,513+433.5% | $6,730+416.3% |
| Admin fee / account holder | $41,747 | $11,698+256.9% | $11,058+277.5% | $14,365+190.6% |