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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 | $939,133 | $227,399+313.0% | $189,758+394.9% | $198,609+372.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 79.8%-4.8pp | 82.4%-7.4pp |
| Annual return | 19.21% | 61.03%-41.8pp | 52.62%-33.4pp | 202.70%-183.5pp |
| Employer contribution / active EE | $9,209 | $5,526+66.6% | $4,767+93.2% | $5,055+82.2% |
| Participant deferral / active EE | $16,475 | $6,837+141.0% | $5,856+181.3% | $6,977+136.1% |
| Admin fee / account holder | $4,723 | $25,162-81.2% | $20,388-76.8% | $19,030-75.2% |