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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 | $541,566 | $183,592+195.0% | $155,574+248.1% | $145,877+271.2% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 10.05% | 61.37%-51.3pp | 64.87%-54.8pp | 551.28%-541.2pp |
| Employer contribution / active EE | $15,579 | $5,317+193.0% | $4,676+233.2% | $4,663+234.1% |
| Participant deferral / active EE | $10,201 | $6,466+57.8% | $5,629+81.2% | $6,691+52.5% |
| Admin fee / account holder | $10,117 | $19,316-47.6% | $15,914-36.4% | $13,402-24.5% |