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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 | $183,516+132.5% | $155,534+174.3% | $145,884+192.4% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 38.45% | 61.43%-23.0pp | 64.92%-26.5pp | 551.85%-513.4pp |
| Employer contribution / active EE | $15,836 | $5,315+198.0% | $4,675+238.8% | $4,662+239.7% |
| Participant deferral / active EE | $9,433 | $6,467+45.9% | $5,630+67.5% | $6,690+41.0% |
| Admin fee / account holder | $979 | $19,293-94.9% | $15,900-93.8% | $13,392-92.7% |