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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 | $457,737 | $209,422+118.6% | $178,503+156.4% | $158,982+187.9% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 22.91% | 188.81%-165.9pp | 151.12%-128.2pp | 302.99%-280.1pp |
| Employer contribution / active EE | $11,418 | $5,707+100.1% | $5,011+127.8% | $4,763+139.7% |
| Participant deferral / active EE | $8,335 | $5,955+40.0% | $5,202+60.2% | $5,983+39.3% |
| Admin fee / account holder | $432 | $17,079-97.5% | $13,987-96.9% | $11,252-96.2% |