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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 | $448,716 | $197,594+127.1% | $177,822+152.3% | $158,931+182.3% |
| Participation rate | 88.9% | 88.5%+0.3pp | 87.7%+1.2pp | 82.0%+6.9pp |
| Annual return | 9.97% | 58.76%-48.8pp | 48.32%-38.4pp | 302.86%-292.9pp |
| Employer contribution / active EE | $12,222 | $6,697+82.5% | $5,918+106.5% | $4,761+156.7% |
| Participant deferral / active EE | $15,529 | $8,405+84.8% | $7,714+101.3% | $5,982+159.6% |
| Admin fee / account holder | $2,544 | $15,400-83.5% | $12,428-79.5% | $11,247-77.4% |