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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 | $223,823+118.1% | $211,142+131.2% | $154,746+215.5% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 16.29% | 50.39%-34.1pp | 46.84%-30.5pp | 172.34%-156.1pp |
| Employer contribution / active EE | $14,286 | $6,787+110.5% | $6,442+121.8% | $4,379+226.2% |
| Participant deferral / active EE | $9,319 | $9,750-4.4% | $9,284+0.4% | $6,730+38.5% |
| Admin fee / account holder | $14,282 | $19,707-27.5% | $19,076-25.1% | $14,365-0.6% |