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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 | $426,226 | $148,582+186.9% | $135,942+213.5% | $139,456+205.6% |
| Participation rate | 81.8% | 83.9%-2.0pp | 81.9%-0.1pp | 80.3%+1.5pp |
| Annual return | 18.62% | 79.26%-60.6pp | 68.28%-49.7pp | 373.45%-354.8pp |
| Employer contribution / active EE | $5,475 | $5,245+4.4% | $4,858+12.7% | $4,753+15.2% |
| Participant deferral / active EE | $16,185 | $8,101+99.8% | $7,759+108.6% | $6,711+141.2% |
| Admin fee / account holder | $1,446 | $12,402-88.3% | $10,764-86.6% | $11,407-87.3% |