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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 | $450,134 | $209,425+114.9% | $178,499+152.2% | $158,966+183.2% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 31.38% | 188.80%-157.4pp | 151.10%-119.7pp | 302.95%-271.6pp |
| Employer contribution / active EE | $2,300 | $5,707-59.7% | $5,011-54.1% | $4,762-51.7% |
| Participant deferral / active EE | $12,462 | $5,955+109.3% | $5,202+139.6% | $5,983+108.3% |
| Admin fee / account holder | $4,925 | $17,078-71.2% | $13,986-64.8% | $11,250-56.2% |