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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 | $417,511 | $201,370+107.3% | $184,256+126.6% | $145,897+186.2% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.64% | 29.05%-18.4pp | 28.85%-18.2pp | 552.29%-541.7pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $19,387 | $9,808+97.7% | $9,133+112.3% | $6,689+189.8% |
| Admin fee / account holder | $21,079 | $16,364+28.8% | $13,899+51.7% | $13,390+57.4% |