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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 | $227,399+97.1% | $189,758+136.2% | $198,609+125.7% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 14.86% | 61.03%-46.2pp | 52.62%-37.8pp | 202.70%-187.8pp |
| Employer contribution / active EE | $5,038 | $5,526-8.8% | $4,767+5.7% | $5,055-0.3% |
| Participant deferral / active EE | $12,630 | $6,837+84.7% | $5,856+115.7% | $6,977+81.0% |
| Admin fee / account holder | $1,110 | $25,162-95.6% | $20,388-94.6% | $19,030-94.2% |