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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 | $428,301 | $196,972+117.4% | $182,262+135.0% | $198,609+115.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 19.92% | 158.27%-138.4pp | 140.60%-120.7pp | 202.70%-182.8pp |
| Employer contribution / active EE | $35,431 | $5,364+560.6% | $5,046+602.2% | $5,055+600.8% |
| Participant deferral / active EE | $18,002 | $8,643+108.3% | $8,276+117.5% | $6,977+158.0% |
| Admin fee / account holder | $1,472 | $18,429-92.0% | $16,712-91.2% | $19,030-92.3% |