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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 | $480,867 | $162,136+196.6% | $152,301+215.7% | $154,746+210.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.06% | 91.02%-73.0pp | 80.50%-62.4pp | 172.34%-154.3pp |
| Employer contribution / active EE | $1,667 | $4,890-65.9% | $4,624-64.0% | $4,379-61.9% |
| Participant deferral / active EE | $15,561 | $8,341+86.6% | $8,004+94.4% | $6,730+131.2% |
| Admin fee / account holder | $80,199 | $15,759+408.9% | $14,398+457.0% | $14,365+458.3% |