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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 | $519,215 | $135,956+281.9% | $123,894+319.1% | $273,972+89.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 13.30% | 56.63%-43.3pp | 47.52%-34.2pp | 41.46%-28.2pp |
| Employer contribution / active EE | $7,114 | $5,170+37.6% | $4,617+54.1% | $4,869+46.1% |
| Participant deferral / active EE | $11,087 | $6,343+74.8% | $5,984+85.3% | $5,287+109.7% |
| Admin fee / account holder | $4,254 | $9,817-56.7% | $8,357-49.1% | $10,133-58.0% |