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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 | $465,976 | $227,399+104.9% | $189,758+145.6% | $198,609+134.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 15.39% | 61.03%-45.6pp | 52.62%-37.2pp | 202.70%-187.3pp |
| Employer contribution / active EE | $5,250 | $5,526-5.0% | $4,767+10.1% | $5,055+3.8% |
| Participant deferral / active EE | $17,425 | $6,837+154.9% | $5,856+197.6% | $6,977+149.8% |
| Admin fee / account holder | $2,321 | $25,162-90.8% | $20,388-88.6% | $19,030-87.8% |