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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 | $162,136+191.0% | $152,301+209.8% | $154,746+204.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.68% | 91.02%-76.3pp | 80.50%-65.8pp | 172.34%-157.7pp |
| Employer contribution / active EE | $13,573 | $4,890+177.5% | $4,624+193.5% | $4,379+210.0% |
| Participant deferral / active EE | $18,956 | $8,341+127.3% | $8,004+136.8% | $6,730+181.6% |
| Admin fee / account holder | $5,322 | $15,759-66.2% | $14,398-63.0% | $14,365-63.0% |