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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 | $393,884 | $162,136+142.9% | $152,301+158.6% | $154,746+154.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 19.26% | 91.02%-71.8pp | 80.50%-61.2pp | 172.34%-153.1pp |
| Employer contribution / active EE | $23,301 | $4,890+376.5% | $4,624+403.9% | $4,379+432.1% |
| Participant deferral / active EE | $13,939 | $8,341+67.1% | $8,004+74.2% | $6,730+107.1% |
| Admin fee / account holder | $3,826 | $15,759-75.7% | $14,398-73.4% | $14,365-73.4% |