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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 | $429,473 | $156,398+174.6% | $147,318+191.5% | $138,895+209.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.41% | 78.75%-64.3pp | 70.43%-56.0pp | 145.39%-131.0pp |
| Employer contribution / active EE | $9,750 | $4,853+100.9% | $4,593+112.3% | $4,194+132.5% |
| Participant deferral / active EE | $12,000 | $8,237+45.7% | $7,906+51.8% | $6,396+87.6% |
| Admin fee / account holder | $7,185 | $14,976-52.0% | $13,708-47.6% | $12,562-42.8% |