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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 | $490,937 | $157,296+212.1% | $141,191+247.7% | $152,897+221.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.79% | 64.34%-47.5pp | 71.41%-54.6pp | 345.43%-328.6pp |
| Employer contribution / active EE | $7,317 | $5,262+39.1% | $4,736+54.5% | $4,764+53.6% |
| Participant deferral / active EE | $5,011 | $7,111-29.5% | $6,710-25.3% | $5,851-14.4% |
| Admin fee / account holder | $1,435 | $12,125-88.2% | $10,264-86.0% | $11,599-87.6% |