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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 | $513,663 | $172,111+198.4% | $150,298+241.8% | $137,256+274.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.81% | 69.37%-52.6pp | 62.79%-46.0pp | 220.34%-203.5pp |
| Employer contribution / active EE | $10,383 | $4,636+123.9% | $4,154+149.9% | $4,156+149.8% |
| Participant deferral / active EE | $14,514 | $6,166+135.4% | $5,453+166.2% | $6,407+126.5% |
| Admin fee / account holder | $2,464 | $16,471-85.0% | $14,116-82.5% | $12,270-79.9% |