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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 | $587,365 | $185,312+217.0% | $161,489+263.7% | $154,746+279.6% |
| Participation rate | 90.0% | 82.5%+7.5pp | 78.7%+11.3pp | 80.7%+9.3pp |
| Annual return | 13.69% | 103.84%-90.2pp | 89.72%-76.0pp | 172.34%-158.7pp |
| Employer contribution / active EE | $8,192 | $4,769+71.8% | $4,268+91.9% | $4,379+87.1% |
| Participant deferral / active EE | $8,192 | $6,350+29.0% | $5,630+45.5% | $6,730+21.7% |
| Admin fee / account holder | $1,833 | $18,654-90.2% | $16,006-88.6% | $14,365-87.2% |