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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 | $487,685 | $156,398+211.8% | $147,318+231.0% | $138,895+251.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 17.28% | 78.75%-61.5pp | 70.43%-53.2pp | 145.39%-128.1pp |
| Employer contribution / active EE | $21,523 | $4,853+343.5% | $4,593+368.6% | $4,194+413.2% |
| Participant deferral / active EE | $7,833 | $8,237-4.9% | $7,906-0.9% | $6,396+22.5% |
| Admin fee / account holder | $10,422 | $14,976-30.4% | $13,708-24.0% | $12,562-17.0% |