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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 | $419,453 | $185,312+126.4% | $161,489+159.7% | $154,746+171.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 16.65% | 103.84%-87.2pp | 89.72%-73.1pp | 172.34%-155.7pp |
| Employer contribution / active EE | $8,667 | $4,769+81.7% | $4,268+103.0% | $4,379+97.9% |
| Participant deferral / active EE | $21,038 | $6,350+231.3% | $5,630+273.7% | $6,730+212.6% |
| Admin fee / account holder | $4,228 | $18,654-77.3% | $16,006-73.6% | $14,365-70.6% |