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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 | $391,822 | $172,111+127.7% | $150,298+160.7% | $137,256+185.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 18.46% | 69.37%-50.9pp | 62.79%-44.3pp | 220.34%-201.9pp |
| Employer contribution / active EE | $12,030 | $4,636+159.5% | $4,154+189.6% | $4,156+189.5% |
| Participant deferral / active EE | $11,025 | $6,166+78.8% | $5,453+102.2% | $6,407+72.1% |
| Admin fee / account holder | $4,867 | $16,471-70.5% | $14,116-65.5% | $12,270-60.3% |