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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 | $448,207 | $172,111+160.4% | $150,298+198.2% | $137,256+226.5% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 14.86% | 69.37%-54.5pp | 62.79%-47.9pp | 220.34%-205.5pp |
| Employer contribution / active EE | $5,038 | $4,636+8.7% | $4,154+21.3% | $4,156+21.2% |
| Participant deferral / active EE | $12,630 | $6,166+104.8% | $5,453+131.6% | $6,407+97.1% |
| Admin fee / account holder | $1,110 | $16,471-93.3% | $14,116-92.1% | $12,270-91.0% |