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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 | $416,868 | $162,136+157.1% | $152,301+173.7% | $154,746+169.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.21% | 91.02%-72.8pp | 80.50%-62.3pp | 172.34%-154.1pp |
| Employer contribution / active EE | $14,874 | $4,890+204.1% | $4,624+221.6% | $4,379+239.6% |
| Participant deferral / active EE | $16,625 | $8,341+99.3% | $8,004+107.7% | $6,730+147.0% |
| Admin fee / account holder | $33,343 | $15,759+111.6% | $14,398+131.6% | $14,365+132.1% |