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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 | $940,999 | $185,312+407.8% | $161,489+482.7% | $154,746+508.1% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 15.74% | 103.84%-88.1pp | 89.72%-74.0pp | 172.34%-156.6pp |
| Employer contribution / active EE | $46,500 | $4,769+875.0% | $4,268+989.4% | $4,379+961.9% |
| Participant deferral / active EE | $27,250 | $6,350+329.2% | $5,630+384.0% | $6,730+304.9% |
| Admin fee / account holder | $4,398 | $18,654-76.4% | $16,006-72.5% | $14,365-69.4% |