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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 | $174,379+587.4% | $152,093+688.2% | $138,895+763.1% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.8%-2.8pp | 79.9%-4.9pp |
| Annual return | 218.47% | 74.86%+143.6pp | 66.36%+152.1pp | 145.39%+73.1pp |
| Employer contribution / active EE | $3,226 | $4,652-30.6% | $4,175-22.7% | $4,194-23.1% |
| Participant deferral / active EE | $7,750 | $6,159+25.8% | $5,451+42.2% | $6,396+21.2% |
| Admin fee / account holder | $23,044 | $16,880+36.5% | $14,497+59.0% | $12,562+83.4% |