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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 | $474,250 | $202,463+134.2% | $169,397+180.0% | $139,487+240.0% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.38% | 532.64%-523.3pp | 406.23%-396.9pp | 373.84%-364.5pp |
| Employer contribution / active EE | $7,500 | $4,694+59.8% | $4,013+86.9% | $4,755+57.7% |
| Participant deferral / active EE | $4,500 | $6,941-35.2% | $6,223-27.7% | $6,713-33.0% |
| Admin fee / account holder | $2,505 | $10,726-76.7% | $9,017-72.2% | $11,407-78.0% |