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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 | $532,376 | $172,111+209.3% | $150,298+254.2% | $137,256+287.9% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 16.86% | 69.37%-52.5pp | 62.79%-45.9pp | 220.34%-203.5pp |
| Employer contribution / active EE | $8,559 | $4,636+84.6% | $4,154+106.0% | $4,156+105.9% |
| Participant deferral / active EE | $10,849 | $6,166+75.9% | $5,453+99.0% | $6,407+69.3% |
| Admin fee / account holder | $7,975 | $16,471-51.6% | $14,116-43.5% | $12,270-35.0% |