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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 | $451,963 | $183,627+146.1% | $155,602+190.5% | $145,978+209.6% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 39.59% | 61.32%-21.7pp | 64.81%-25.2pp | 550.52%-510.9pp |
| Employer contribution / active EE | $2,225 | $5,316-58.2% | $4,675-52.4% | $4,662-52.3% |
| Participant deferral / active EE | $16,811 | $6,466+160.0% | $5,629+198.7% | $6,690+151.3% |
| Admin fee / account holder | $23,025 | $19,327+19.1% | $15,923+44.6% | $13,400+71.8% |