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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 | $589,258 | $208,088+183.2% | $186,193+216.5% | $154,746+280.8% |
| Participation rate | 72.7% | 80.0%-7.3pp | 77.1%-4.4pp | 80.7%-8.0pp |
| Annual return | 14.67% | 89.97%-75.3pp | 78.03%-63.4pp | 172.34%-157.7pp |
| Employer contribution / active EE | $5,443 | $4,340+25.4% | $3,918+38.9% | $4,379+24.3% |
| Participant deferral / active EE | $13,364 | $7,078+88.8% | $6,513+105.2% | $6,730+98.6% |
| Admin fee / account holder | $1,446 | $11,698-87.6% | $11,058-86.9% | $14,365-89.9% |