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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 | $405,366 | $183,592+120.8% | $155,567+160.6% | $145,959+177.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 61.24%-48.2pp | 64.74%-51.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $19,724 | $5,315+271.1% | $4,674+322.0% | $4,661+323.2% |
| Participant deferral / active EE | $6,604 | $6,464+2.2% | $5,628+17.3% | $6,689-1.3% |
| Admin fee / account holder | $13,292 | $19,318-31.2% | $15,916-16.5% | $13,398-0.8% |