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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 | $533,610 | $148,623+259.0% | $135,974+292.4% | $139,466+282.6% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 18.24% | 79.30%-61.1pp | 68.30%-50.1pp | 373.66%-355.4pp |
| Employer contribution / active EE | $15,881 | $5,246+202.7% | $4,859+226.8% | $4,754+234.1% |
| Participant deferral / active EE | $0 | $8,103-100.0% | $7,760-100.0% | $6,712-100.0% |
| Admin fee / account holder | $11,982 | $12,406-3.4% | $10,767+11.3% | $11,409+5.0% |