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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 | $449,617 | $111,535+303.1% | $105,223+327.3% | $137,256+227.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 15.41% | 237.85%-222.4pp | 180.65%-165.2pp | 220.34%-204.9pp |
| Employer contribution / active EE | $14,987 | $3,939+280.4% | $3,689+306.3% | $4,156+260.6% |
| Participant deferral / active EE | $19,463 | $5,500+253.9% | $5,072+283.8% | $6,407+203.8% |
| Admin fee / account holder | $1,546 | $9,721-84.1% | $8,859-82.6% | $12,270-87.4% |