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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 | $534,671 | $183,592+191.2% | $155,567+243.7% | $145,959+266.3% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.72% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $19,057 | $5,315+258.6% | $4,674+307.7% | $4,661+308.9% |
| Participant deferral / active EE | $7,438 | $6,464+15.1% | $5,628+32.2% | $6,689+11.2% |
| Admin fee / account holder | $8,346 | $19,318-56.8% | $15,916-47.6% | $13,398-37.7% |