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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 | $462,834 | $162,136+185.5% | $152,301+203.9% | $154,746+199.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 37.38% | 91.02%-53.6pp | 80.50%-43.1pp | 172.34%-135.0pp |
| Employer contribution / active EE | $5,696 | $4,890+16.5% | $4,624+23.2% | $4,379+30.1% |
| Participant deferral / active EE | $12,168 | $8,341+45.9% | $8,004+52.0% | $6,730+80.8% |
| Admin fee / account holder | $1,406 | $15,759-91.1% | $14,398-90.2% | $14,365-90.2% |