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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 | $470,072 | $114,119+311.9% | $107,187+338.6% | $138,895+238.4% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 23.32% | 273.21%-249.9pp | 204.55%-181.2pp | 145.39%-122.1pp |
| Employer contribution / active EE | $4,568 | $4,059+12.5% | $3,782+20.8% | $4,194+8.9% |
| Participant deferral / active EE | $10,870 | $5,538+96.3% | $5,096+113.3% | $6,396+69.9% |
| Admin fee / account holder | $4,525 | $10,024-54.9% | $9,162-50.6% | $12,562-64.0% |