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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 | $460,201 | $114,119+303.3% | $107,187+329.3% | $138,895+231.3% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.70% | 273.21%-257.5pp | 204.55%-188.8pp | 145.39%-129.7pp |
| Employer contribution / active EE | $21,158 | $4,059+421.3% | $3,782+459.4% | $4,194+404.5% |
| Participant deferral / active EE | $10,608 | $5,538+91.6% | $5,096+108.2% | $6,396+65.8% |
| Admin fee / account holder | $4,734 | $10,024-52.8% | $9,162-48.3% | $12,562-62.3% |