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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 | $552,473 | $183,592+200.9% | $155,574+255.1% | $145,877+278.7% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 9.81% | 61.37%-51.6pp | 64.87%-55.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $9,165 | $5,317+72.4% | $4,676+96.0% | $4,663+96.5% |
| Participant deferral / active EE | $7,499 | $6,466+16.0% | $5,629+33.2% | $6,691+12.1% |
| Admin fee / account holder | $40,848 | $19,316+111.5% | $15,914+156.7% | $13,402+204.8% |