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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 | $471,379 | $103,008+357.6% | $90,304+422.0% | $152,897+208.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 12.41% | 95.22%-82.8pp | 78.13%-65.7pp | 345.43%-333.0pp |
| Employer contribution / active EE | $12,464 | $3,139+297.0% | $2,855+336.6% | $4,764+161.6% |
| Participant deferral / active EE | $13,389 | $4,281+212.7% | $3,885+244.6% | $5,851+128.8% |
| Admin fee / account holder | $427 | $6,175-93.1% | $5,354-92.0% | $11,599-96.3% |