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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 | $459,621 | $89,364+414.3% | $141,177+225.6% | $72,983+529.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 23.37% | 111.86%-88.5pp | 71.40%-48.0pp | 81.01%-57.6pp |
| Employer contribution / active EE | $8,931 | $3,115+186.7% | $4,736+88.6% | $2,440+266.0% |
| Participant deferral / active EE | $13,323 | $5,419+145.9% | $6,710+98.6% | $3,608+269.3% |
| Admin fee / account holder | $23,851 | $5,959+300.3% | $10,263+132.4% | $5,124+365.5% |