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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 | $418,212 | $196,972+112.3% | $182,262+129.5% | $198,609+110.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 14.37% | 158.27%-143.9pp | 140.60%-126.2pp | 202.70%-188.3pp |
| Employer contribution / active EE | $19,722 | $5,364+267.7% | $5,046+290.9% | $5,055+290.1% |
| Participant deferral / active EE | $21,917 | $8,643+153.6% | $8,276+164.8% | $6,977+214.1% |
| Admin fee / account holder | $3,333 | $18,429-81.9% | $16,712-80.1% | $19,030-82.5% |