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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 | $437,254 | $148,582+194.3% | $135,942+221.6% | $139,456+213.5% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.90% | 79.26%-61.4pp | 68.28%-50.4pp | 373.45%-355.6pp |
| Employer contribution / active EE | $6,440 | $5,245+22.8% | $4,858+32.6% | $4,753+35.5% |
| Participant deferral / active EE | $7,844 | $8,101-3.2% | $7,759+1.1% | $6,711+16.9% |
| Admin fee / account holder | $7,987 | $12,402-35.6% | $10,764-25.8% | $11,407-30.0% |