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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 | $624,285 | $227,291+174.7% | $214,702+190.8% | $155,188+302.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 15.47% | 60.08%-44.6pp | 54.55%-39.1pp | 148.84%-133.4pp |
| Employer contribution / active EE | $15,198 | $6,772+124.4% | $6,461+135.2% | $4,248+257.8% |
| Participant deferral / active EE | $15,431 | $9,582+61.0% | $9,147+68.7% | $6,531+136.3% |
| Admin fee / account holder | $7,225 | $20,413-64.6% | $19,830-63.6% | $14,480-50.1% |