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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 | $1,198,753 | $185,312+546.9% | $161,489+642.3% | $154,746+674.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 218.47% | 103.84%+114.6pp | 89.72%+128.7pp | 172.34%+46.1pp |
| Employer contribution / active EE | $3,226 | $4,769-32.4% | $4,268-24.4% | $4,379-26.3% |
| Participant deferral / active EE | $7,750 | $6,350+22.1% | $5,630+37.7% | $6,730+15.2% |
| Admin fee / account holder | $23,044 | $18,654+23.5% | $16,006+44.0% | $14,365+60.4% |