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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 | $465,874 | $227,291+105.0% | $214,702+117.0% | $155,188+200.2% |
| Participation rate | 100.0% | 88.0%+12.0pp | 87.5%+12.5pp | 80.8%+19.2pp |
| Annual return | 13.49% | 60.08%-46.6pp | 54.55%-41.1pp | 148.84%-135.3pp |
| Employer contribution / active EE | $2,607 | $6,772-61.5% | $6,461-59.6% | $4,248-38.6% |
| Participant deferral / active EE | $19,973 | $9,582+108.4% | $9,147+118.4% | $6,531+205.8% |
| Admin fee / account holder | $1,714 | $20,413-91.6% | $19,830-91.4% | $14,480-88.2% |