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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 | $439,015 | $165,361+165.5% | $149,715+193.2% | $158,950+176.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.23% | 348.24%-325.0pp | 276.66%-253.4pp | 302.91%-279.7pp |
| Employer contribution / active EE | $12,054 | $5,103+136.2% | $4,645+159.5% | $4,762+153.1% |
| Participant deferral / active EE | $9,999 | $7,182+39.2% | $6,842+46.1% | $5,983+67.1% |
| Admin fee / account holder | $43,049 | $10,808+298.3% | $9,310+362.4% | $11,248+282.7% |