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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 | $473,283 | $183,516+157.9% | $155,534+204.3% | $145,884+224.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.99% | 61.43%-45.4pp | 64.92%-48.9pp | 551.85%-535.9pp |
| Employer contribution / active EE | $6,584 | $5,315+23.9% | $4,675+40.8% | $4,662+41.2% |
| Participant deferral / active EE | $12,757 | $6,467+97.3% | $5,630+126.6% | $6,690+90.7% |
| Admin fee / account holder | $2,974 | $19,293-84.6% | $15,900-81.3% | $13,392-77.8% |