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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 | $418,059 | $227,597+83.7% | $189,575+120.5% | $167,536+149.5% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 18.91% | 78.44%-59.5pp | 64.19%-45.3pp | 478.82%-459.9pp |
| Employer contribution / active EE | $9,873 | $5,316+85.7% | $4,412+123.8% | $4,839+104.0% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $9,762 | $11,877-17.8% | $9,806-0.4% | $12,315-20.7% |