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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 | $431,569 | $162,136+166.2% | $152,301+183.4% | $154,746+178.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.21% | 91.02%-75.8pp | 80.50%-65.3pp | 172.34%-157.1pp |
| Employer contribution / active EE | $10,352 | $4,890+111.7% | $4,624+123.8% | $4,379+136.4% |
| Participant deferral / active EE | $13,827 | $8,341+65.8% | $8,004+72.8% | $6,730+105.4% |
| Admin fee / account holder | $461 | $15,759-97.1% | $14,398-96.8% | $14,365-96.8% |