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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 | $508,028 | $152,527+233.1% | $117,490+332.4% | $134,493+277.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | 10.08% | 53.00%-42.9pp | 29.75%-19.7pp | 418.01%-407.9pp |
| Employer contribution / active EE | $24,198 | $5,572+334.3% | $4,177+479.3% | $4,740+410.5% |
| Participant deferral / active EE | $4,950 | $4,818+2.7% | $4,071+21.6% | $6,400-22.7% |
| Admin fee / account holder | $8,279 | $7,005+18.2% | $5,646+46.6% | $11,425-27.5% |