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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 | $869,479 | $227,291+282.5% | $214,702+305.0% | $155,188+460.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 36.18% | 60.08%-23.9pp | 54.55%-18.4pp | 148.84%-112.7pp |
| Employer contribution / active EE | $48,626 | $6,772+618.1% | $6,461+652.6% | $4,248+1044.7% |
| Participant deferral / active EE | $0 | $9,582-100.0% | $9,147-100.0% | $6,531-100.0% |
| Admin fee / account holder | $447 | $20,413-97.8% | $19,830-97.7% | $14,480-96.9% |