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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 | $460,633 | $157,304+192.8% | $141,197+226.2% | $152,909+201.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.39% | 64.34%-42.9pp | 71.41%-50.0pp | 345.46%-324.1pp |
| Employer contribution / active EE | $4,559 | $5,263-13.4% | $4,736-3.7% | $4,764-4.3% |
| Participant deferral / active EE | $13,987 | $7,111+96.7% | $6,710+108.4% | $5,851+139.0% |
| Admin fee / account holder | $62,079 | $12,126+412.0% | $10,265+504.8% | $11,601+435.1% |