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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 | $681,312 | $227,291+199.8% | $214,702+217.3% | $155,188+339.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 87.5%-1.8pp | 80.8%+4.9pp |
| Annual return | 12.23% | 60.08%-47.8pp | 54.55%-42.3pp | 148.84%-136.6pp |
| Employer contribution / active EE | $6,083 | $6,772-10.2% | $6,461-5.8% | $4,248+43.2% |
| Participant deferral / active EE | $11,240 | $9,582+17.3% | $9,147+22.9% | $6,531+72.1% |
| Admin fee / account holder | $29,249 | $20,413+43.3% | $19,830+47.5% | $14,480+102.0% |