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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 | $451,983 | $227,399+98.8% | $189,758+138.2% | $198,609+127.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 8.78% | 61.03%-52.2pp | 52.62%-43.8pp | 202.70%-193.9pp |
| Employer contribution / active EE | $15,788 | $5,526+185.7% | $4,767+231.2% | $5,055+212.3% |
| Participant deferral / active EE | $8,225 | $6,837+20.3% | $5,856+40.5% | $6,977+17.9% |
| Admin fee / account holder | $8,995 | $25,162-64.3% | $20,388-55.9% | $19,030-52.7% |