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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 | $463,066 | $232,540+99.1% | $185,117+150.1% | $147,585+213.8% |
| Participation rate | 100.0% | 82.4%+17.6pp | 77.3%+22.7pp | 82.8%+17.2pp |
| Annual return | 7.95% | 43.03%-35.1pp | 40.50%-32.5pp | 578.57%-570.6pp |
| Employer contribution / active EE | $11,172 | $5,195+115.1% | $4,182+167.2% | $4,876+129.1% |
| Participant deferral / active EE | $19,167 | $5,834+228.6% | $5,045+279.9% | $5,439+252.4% |
| Admin fee / account holder | $4,668 | $10,275-54.6% | $8,159-42.8% | $10,885-57.1% |