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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 | $961,272 | $227,291+322.9% | $214,702+347.7% | $155,188+519.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.48% | 60.08%-46.6pp | 54.55%-41.1pp | 148.84%-135.4pp |
| Employer contribution / active EE | $3,204 | $6,772-52.7% | $6,461-50.4% | $4,248-24.6% |
| Participant deferral / active EE | $7,726 | $9,582-19.4% | $9,147-15.5% | $6,531+18.3% |
| Admin fee / account holder | $25,421 | $20,413+24.5% | $19,830+28.2% | $14,480+75.6% |