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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 | $448,306 | $185,883+141.2% | $170,043+163.6% | $139,466+221.4% |
| Participation rate | 85.7% | 87.8%-2.0pp | 87.0%-1.3pp | 80.3%+5.4pp |
| Annual return | 13.46% | 60.54%-47.1pp | 53.40%-39.9pp | 373.66%-360.2pp |
| Employer contribution / active EE | $14,286 | $7,596+88.1% | $6,790+110.4% | $4,754+200.5% |
| Participant deferral / active EE | $15,329 | $11,626+31.9% | $10,410+47.2% | $6,712+128.4% |
| Admin fee / account holder | $24,716 | $15,393+60.6% | $12,824+92.7% | $11,409+116.6% |