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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 | $431,835 | $135,956+217.6% | $123,894+248.6% | $273,972+57.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 14.64% | 56.63%-42.0pp | 47.52%-32.9pp | 41.46%-26.8pp |
| Employer contribution / active EE | $17,107 | $5,170+230.9% | $4,617+270.5% | $4,869+251.4% |
| Participant deferral / active EE | $0 | $6,343-100.0% | $5,984-100.0% | $5,287-100.0% |
| Admin fee / account holder | $2,773 | $9,817-71.8% | $8,357-66.8% | $10,133-72.6% |