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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 | $403,460 | $148,629+171.5% | $135,982+196.7% | $139,487+189.2% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.09% | 79.33%-65.2pp | 68.32%-54.2pp | 373.84%-359.8pp |
| Employer contribution / active EE | $14,978 | $5,247+185.5% | $4,859+208.2% | $4,755+215.0% |
| Participant deferral / active EE | $0 | $8,102-100.0% | $7,760-100.0% | $6,713-100.0% |
| Admin fee / account holder | $712 | $12,406-94.3% | $10,767-93.4% | $11,407-93.8% |