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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 | $1,091,843 | $227,399+380.1% | $189,758+475.4% | $198,609+449.7% |
| Participation rate | 83.3% | 84.0%-0.7pp | 79.8%+3.5pp | 82.4%+1.0pp |
| Annual return | 16.03% | 61.03%-45.0pp | 52.62%-36.6pp | 202.70%-186.7pp |
| Employer contribution / active EE | $9,167 | $5,526+65.9% | $4,767+92.3% | $5,055+81.3% |
| Participant deferral / active EE | $8,159 | $6,837+19.3% | $5,856+39.3% | $6,977+16.9% |
| Admin fee / account holder | $13,614 | $25,162-45.9% | $20,388-33.2% | $19,030-28.5% |