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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 | $470,854 | $208,088+126.3% | $186,193+152.9% | $154,746+204.3% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 17.01% | 89.97%-73.0pp | 78.03%-61.0pp | 172.34%-155.3pp |
| Employer contribution / active EE | $14,545 | $4,340+235.1% | $3,918+271.2% | $4,379+232.1% |
| Participant deferral / active EE | $10,654 | $7,078+50.5% | $6,513+63.6% | $6,730+58.3% |
| Admin fee / account holder | $23,458 | $11,698+100.5% | $11,058+112.1% | $14,365+63.3% |