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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 | $411,314 | $289,211+42.2% | $260,467+57.9% | $198,609+107.1% |
| Participation rate | 100.0% | 83.1%+16.9pp | 80.5%+19.5pp | 82.4%+17.6pp |
| Annual return | 15.43% | 112.90%-97.5pp | 100.60%-85.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $24,642 | $4,663+428.4% | $4,239+481.4% | $5,055+387.4% |
| Participant deferral / active EE | $14,656 | $6,812+115.1% | $6,319+131.9% | $6,977+110.1% |
| Admin fee / account holder | $3,826 | $16,236-76.4% | $15,461-75.3% | $19,030-79.9% |