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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 | $463,076 | $135,956+240.6% | $123,894+273.8% | $273,970+69.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 8.46% | 56.63%-48.2pp | 47.52%-39.1pp | 41.46%-33.0pp |
| Employer contribution / active EE | $10,471 | $5,170+102.5% | $4,617+126.8% | $4,869+115.1% |
| Participant deferral / active EE | $16,000 | $6,343+152.3% | $5,984+167.4% | $5,287+202.6% |
| Admin fee / account holder | $3,724 | $9,817-62.1% | $8,357-55.4% | $10,132-63.2% |