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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 | $426,627 | $183,627+132.3% | $155,602+174.2% | $145,978+192.3% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 38.45% | 61.32%-22.9pp | 64.81%-26.4pp | 550.52%-512.1pp |
| Employer contribution / active EE | $15,836 | $5,316+197.9% | $4,675+238.7% | $4,662+239.7% |
| Participant deferral / active EE | $9,433 | $6,466+45.9% | $5,629+67.6% | $6,690+41.0% |
| Admin fee / account holder | $979 | $19,327-94.9% | $15,923-93.9% | $13,400-92.7% |