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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 | $536,555 | $162,136+230.9% | $152,301+252.3% | $154,746+246.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 18.29% | 91.02%-72.7pp | 80.50%-62.2pp | 172.34%-154.0pp |
| Employer contribution / active EE | $5,162 | $4,890+5.6% | $4,624+11.6% | $4,379+17.9% |
| Participant deferral / active EE | $8,311 | $8,341-0.4% | $8,004+3.8% | $6,730+23.5% |
| Admin fee / account holder | $8,458 | $15,759-46.3% | $14,398-41.3% | $14,365-41.1% |