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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 | $490,814 | $209,425+134.4% | $178,499+175.0% | $158,966+208.8% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 12.38% | 188.80%-176.4pp | 151.10%-138.7pp | 302.95%-290.6pp |
| Employer contribution / active EE | $12,934 | $5,707+126.6% | $5,011+158.1% | $4,762+171.6% |
| Participant deferral / active EE | $12,093 | $5,955+103.1% | $5,202+132.5% | $5,983+102.1% |
| Admin fee / account holder | $14,430 | $17,078-15.5% | $13,986+3.2% | $11,250+28.3% |