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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 | $469,975 | $154,228+204.7% | $145,433+223.2% | $137,256+242.4% |
| Participation rate | 88.9% | 83.8%+5.1pp | 82.1%+6.8pp | 80.0%+8.9pp |
| Annual return | 13.37% | 74.59%-61.2pp | 66.58%-53.2pp | 220.34%-207.0pp |
| Employer contribution / active EE | $6,397 | $4,804+33.2% | $4,554+40.5% | $4,156+53.9% |
| Participant deferral / active EE | $12,613 | $8,216+53.5% | $7,897+59.7% | $6,407+96.9% |
| Admin fee / account holder | $64,362 | $14,344+348.7% | $13,129+390.2% | $12,270+424.5% |