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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 | $443,740 | $162,136+173.7% | $152,301+191.4% | $154,746+186.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 13.95% | 91.02%-77.1pp | 80.50%-66.6pp | 172.34%-158.4pp |
| Employer contribution / active EE | $23,655 | $4,890+383.7% | $4,624+411.5% | $4,379+440.2% |
| Participant deferral / active EE | $2,864 | $8,341-65.7% | $8,004-64.2% | $6,730-57.4% |
| Admin fee / account holder | $12,207 | $15,759-22.5% | $14,398-15.2% | $14,365-15.0% |