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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 | $436,276 | $162,136+169.1% | $152,301+186.5% | $154,746+181.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.06% | 91.02%-71.0pp | 80.50%-60.4pp | 172.34%-152.3pp |
| Employer contribution / active EE | $7,105 | $4,890+45.3% | $4,624+53.6% | $4,379+62.2% |
| Participant deferral / active EE | $17,520 | $8,341+110.1% | $8,004+118.9% | $6,730+160.3% |
| Admin fee / account holder | $684 | $15,759-95.7% | $14,398-95.3% | $14,365-95.2% |