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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 | $429,040 | $166,020+158.4% | $164,866+160.2% | $145,959+193.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.55% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $15,342 | $5,275+190.9% | $4,343+253.3% | $4,661+229.2% |
| Participant deferral / active EE | $18,838 | $6,961+170.6% | $6,033+212.2% | $6,689+181.6% |
| Admin fee / account holder | $3,849 | $16,644-76.9% | $12,689-69.7% | $13,398-71.3% |