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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 | $539,670 | $197,603+173.1% | $177,827+203.5% | $158,950+239.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 7.40% | 58.76%-51.4pp | 48.32%-40.9pp | 302.91%-295.5pp |
| Employer contribution / active EE | $20,180 | $6,698+201.3% | $5,918+241.0% | $4,762+323.8% |
| Participant deferral / active EE | $0 | $8,404-100.0% | $7,713-100.0% | $5,983-100.0% |
| Admin fee / account holder | $15,215 | $15,402-1.2% | $12,429+22.4% | $11,248+35.3% |