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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 | $435,563 | $114,013+282.0% | $103,693+320.1% | $155,188+180.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 14.78% | 49.31%-34.5pp | 47.61%-32.8pp | 148.84%-134.1pp |
| Employer contribution / active EE | $17,704 | $3,131+465.4% | $2,920+506.2% | $4,248+316.8% |
| Participant deferral / active EE | $3,371 | $4,970-32.2% | $4,579-26.4% | $6,531-48.4% |
| Admin fee / account holder | $35,731 | $8,407+325.0% | $7,858+354.7% | $14,480+146.8% |