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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 | $465,356 | $162,136+187.0% | $152,301+205.5% | $154,746+200.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 20.98% | 91.02%-70.0pp | 80.50%-59.5pp | 172.34%-151.4pp |
| Employer contribution / active EE | $18,035 | $4,890+268.8% | $4,624+290.0% | $4,379+311.8% |
| Participant deferral / active EE | $10,745 | $8,341+28.8% | $8,004+34.3% | $6,730+59.7% |
| Admin fee / account holder | $1,399 | $15,759-91.1% | $14,398-90.3% | $14,365-90.3% |