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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 | $428,748 | $197,637+116.9% | $177,848+141.1% | $158,982+169.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 19.16% | 58.77%-39.6pp | 48.33%-29.2pp | 302.99%-283.8pp |
| Employer contribution / active EE | $12,839 | $6,698+91.7% | $5,919+116.9% | $4,763+169.6% |
| Participant deferral / active EE | $12,722 | $8,405+51.4% | $7,714+64.9% | $5,983+112.6% |
| Admin fee / account holder | $1,164 | $15,406-92.4% | $12,431-90.6% | $11,252-89.7% |