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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 | $480,165 | $112,131+328.2% | $95,964+400.4% | $158,982+202.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 16.10% | 171.19%-155.1pp | 91.64%-75.5pp | 302.99%-286.9pp |
| Employer contribution / active EE | $10,990 | $3,199+243.5% | $2,541+332.5% | $4,763+130.8% |
| Participant deferral / active EE | $22,750 | $4,784+375.5% | $4,167+446.0% | $5,983+280.2% |
| Admin fee / account holder | $4,021 | $10,136-60.3% | $6,797-40.8% | $11,252-64.3% |