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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 | $433,287 | $185,905+133.1% | $170,057+154.8% | $139,487+210.6% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 21.76% | 60.56%-38.8pp | 53.42%-31.7pp | 373.84%-352.1pp |
| Employer contribution / active EE | $12,585 | $7,597+65.7% | $6,790+85.3% | $4,755+164.7% |
| Participant deferral / active EE | $9,177 | $11,627-21.1% | $10,411-11.9% | $6,713+36.7% |
| Admin fee / account holder | $1,608 | $15,397-89.6% | $12,826-87.5% | $11,407-85.9% |