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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 | $476,941 | $115,814+311.8% | $101,275+370.9% | $158,982+200.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 23.94% | 56.16%-32.2pp | 46.48%-22.5pp | 302.99%-279.1pp |
| Employer contribution / active EE | $9,143 | $4,176+118.9% | $3,660+149.8% | $4,763+92.0% |
| Participant deferral / active EE | $6,116 | $4,958+23.3% | $4,371+39.9% | $5,983+2.2% |
| Admin fee / account holder | $3,575 | $7,249-50.7% | $5,948-39.9% | $11,252-68.2% |