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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 | $602,162 | $157,276+282.9% | $141,177+326.5% | $152,885+293.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.43% | 64.33%-37.9pp | 71.40%-45.0pp | 345.39%-319.0pp |
| Employer contribution / active EE | $3,013 | $5,262-42.7% | $4,736-36.4% | $4,763-36.7% |
| Participant deferral / active EE | $9,464 | $7,110+33.1% | $6,710+41.0% | $5,851+61.8% |
| Admin fee / account holder | $1,484 | $12,123-87.8% | $10,263-85.5% | $11,598-87.2% |