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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 | $468,962 | $183,516+155.5% | $155,534+201.5% | $145,884+221.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 11.66% | 61.43%-49.8pp | 64.92%-53.3pp | 551.85%-540.2pp |
| Employer contribution / active EE | $13,184 | $5,315+148.1% | $4,675+182.0% | $4,662+182.8% |
| Participant deferral / active EE | $17,050 | $6,467+163.7% | $5,630+202.8% | $6,690+154.9% |
| Admin fee / account holder | $1,415 | $19,293-92.7% | $15,900-91.1% | $13,392-89.4% |