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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 | $488,219 | $209,336+133.2% | $197,124+147.7% | $137,256+255.7% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | 16.29% | 48.09%-31.8pp | 44.34%-28.1pp | 220.34%-204.1pp |
| Employer contribution / active EE | $14,286 | $6,591+116.8% | $6,227+129.4% | $4,156+243.7% |
| Participant deferral / active EE | $9,319 | $9,614-3.1% | $9,135+2.0% | $6,407+45.5% |
| Admin fee / account holder | $14,282 | $17,308-17.5% | $16,298-12.4% | $12,270+16.4% |