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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 | $475,429 | $154,228+208.3% | $145,433+226.9% | $137,256+246.4% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 24.61% | 74.59%-50.0pp | 66.58%-42.0pp | 220.34%-195.7pp |
| Employer contribution / active EE | $45,000 | $4,804+836.7% | $4,554+888.0% | $4,156+982.8% |
| Participant deferral / active EE | $12,750 | $8,216+55.2% | $7,897+61.4% | $6,407+99.0% |
| Admin fee / account holder | $1,804 | $14,344-87.4% | $13,129-86.3% | $12,270-85.3% |