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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 | $562,422 | $172,111+226.8% | $150,298+274.2% | $137,256+309.8% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 13.34% | 69.37%-56.0pp | 62.79%-49.4pp | 220.34%-207.0pp |
| Employer contribution / active EE | $21,478 | $4,636+363.3% | $4,154+417.0% | $4,156+416.8% |
| Participant deferral / active EE | $12,913 | $6,166+109.4% | $5,453+136.8% | $6,407+101.5% |
| Admin fee / account holder | $9,064 | $16,471-45.0% | $14,116-35.8% | $12,270-26.1% |