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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 | $456,049 | $166,089+174.6% | $164,928+176.5% | $145,978+212.4% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 15.43% | 100.26%-84.8pp | 70.08%-54.6pp | 550.52%-535.1pp |
| Employer contribution / active EE | $8,692 | $5,276+64.7% | $4,343+100.1% | $4,662+86.4% |
| Participant deferral / active EE | $20,088 | $6,961+188.6% | $6,034+232.9% | $6,690+200.3% |
| Admin fee / account holder | $328 | $16,641-98.0% | $12,684-97.4% | $13,400-97.5% |