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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 | $577,707 | $162,136+256.3% | $152,301+279.3% | $154,746+273.3% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 14.19% | 91.02%-76.8pp | 80.50%-66.3pp | 172.34%-158.1pp |
| Employer contribution / active EE | $2,669 | $4,890-45.4% | $4,624-42.3% | $4,379-39.0% |
| Participant deferral / active EE | $8,043 | $8,341-3.6% | $8,004+0.5% | $6,730+19.5% |
| Admin fee / account holder | $4,886 | $15,759-69.0% | $14,398-66.1% | $14,365-66.0% |