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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 | $471,805 | $156,398+201.7% | $147,318+220.3% | $138,895+239.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.68% | 78.75%-64.1pp | 70.43%-55.8pp | 145.39%-130.7pp |
| Employer contribution / active EE | $13,573 | $4,853+179.7% | $4,593+195.5% | $4,194+223.6% |
| Participant deferral / active EE | $18,956 | $8,237+130.1% | $7,906+139.8% | $6,396+196.4% |
| Admin fee / account holder | $5,322 | $14,976-64.5% | $13,708-61.2% | $12,562-57.6% |