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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 | $450,383 | $198,457+126.9% | $170,435+164.3% | $147,586+205.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 24.70% | 257.30%-232.6pp | 205.94%-181.2pp | 578.59%-553.9pp |
| Employer contribution / active EE | $16,417 | $6,183+165.5% | $5,432+202.2% | $4,876+236.7% |
| Participant deferral / active EE | $8,543 | $5,629+51.8% | $4,939+73.0% | $5,439+57.1% |
| Admin fee / account holder | $11,614 | $16,852-31.1% | $13,881-16.3% | $10,886+6.7% |