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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% | $155,574+160.6% | $145,877+177.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.07% | 61.37%-48.3pp | 64.87%-51.8pp | 551.28%-538.2pp |
| Employer contribution / active EE | $19,724 | $5,317+271.0% | $4,676+321.8% | $4,663+323.0% |
| Participant deferral / active EE | $6,604 | $6,466+2.1% | $5,629+17.3% | $6,691-1.3% |
| Admin fee / account holder | $13,292 | $19,316-31.2% | $15,914-16.5% | $13,402-0.8% |