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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 | $223,823+154.4% | $211,142+169.6% | $154,746+267.9% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 21.18% | 50.39%-29.2pp | 46.84%-25.7pp | 172.34%-151.2pp |
| Employer contribution / active EE | $6,373 | $6,787-6.1% | $6,442-1.1% | $4,379+45.5% |
| Participant deferral / active EE | $24,913 | $9,750+155.5% | $9,284+168.3% | $6,730+270.2% |
| Admin fee / account holder | $13,404 | $19,707-32.0% | $19,076-29.7% | $14,365-6.7% |