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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 | $490,558 | $209,336+134.3% | $197,124+148.9% | $137,256+257.4% |
| Participation rate | 93.8% | 87.3%+6.4pp | 86.7%+7.0pp | 80.0%+13.8pp |
| Annual return | 19.93% | 48.09%-28.2pp | 44.34%-24.4pp | 220.34%-200.4pp |
| Employer contribution / active EE | $12,120 | $6,591+83.9% | $6,227+94.6% | $4,156+191.6% |
| Participant deferral / active EE | $14,020 | $9,614+45.8% | $9,135+53.5% | $6,407+118.8% |
| Admin fee / account holder | $64,229 | $17,308+271.1% | $16,298+294.1% | $12,270+423.5% |