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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 | $418,622 | $183,516+128.1% | $155,534+169.2% | $145,884+187.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.34% | 61.43%-45.1pp | 64.92%-48.6pp | 551.85%-535.5pp |
| Employer contribution / active EE | $12,098 | $5,315+127.6% | $4,675+158.8% | $4,662+159.5% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,630-100.0% | $6,690-100.0% |
| Admin fee / account holder | $2,741 | $19,293-85.8% | $15,900-82.8% | $13,392-79.5% |