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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 | $569,335 | $227,291+150.5% | $214,702+165.2% | $155,188+266.9% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 21.18% | 60.08%-38.9pp | 54.55%-33.4pp | 148.84%-127.7pp |
| Employer contribution / active EE | $6,373 | $6,772-5.9% | $6,461-1.4% | $4,248+50.0% |
| Participant deferral / active EE | $24,913 | $9,582+160.0% | $9,147+172.4% | $6,531+281.4% |
| Admin fee / account holder | $13,404 | $20,413-34.3% | $19,830-32.4% | $14,480-7.4% |