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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 | $448,483 | $209,422+114.2% | $178,503+151.2% | $158,982+182.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 18.32% | 188.81%-170.5pp | 151.12%-132.8pp | 302.99%-284.7pp |
| Employer contribution / active EE | $2,933 | $5,707-48.6% | $5,011-41.5% | $4,763-38.4% |
| Participant deferral / active EE | $12,193 | $5,955+104.7% | $5,202+134.4% | $5,983+103.8% |
| Admin fee / account holder | $397 | $17,079-97.7% | $13,987-97.2% | $11,252-96.5% |