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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% | $155,567+255.1% | $145,959+278.5% |
| Participation rate | 78.6% | 82.7%-4.1pp | 78.2%+0.4pp | 80.3%-1.7pp |
| Annual return | 9.81% | 61.24%-51.4pp | 64.74%-54.9pp | 561.95%-552.1pp |
| Employer contribution / active EE | $9,165 | $5,315+72.4% | $4,674+96.1% | $4,661+96.6% |
| Participant deferral / active EE | $7,499 | $6,464+16.0% | $5,628+33.3% | $6,689+12.1% |
| Admin fee / account holder | $40,848 | $19,318+111.4% | $15,916+156.6% | $13,398+204.9% |