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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 | $505,230 | $209,336+141.3% | $197,124+156.3% | $137,256+268.1% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 14.73% | 48.09%-33.4pp | 44.34%-29.6pp | 220.34%-205.6pp |
| Employer contribution / active EE | $8,984 | $6,591+36.3% | $6,227+44.3% | $4,156+116.2% |
| Participant deferral / active EE | $18,100 | $9,614+88.3% | $9,135+98.1% | $6,407+182.5% |
| Admin fee / account holder | $7,731 | $17,308-55.3% | $16,298-52.6% | $12,270-37.0% |