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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 | $505,204 | $227,399+122.2% | $189,758+166.2% | $198,609+154.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.46% | 61.03%-53.6pp | 52.62%-45.2pp | 202.70%-195.2pp |
| Employer contribution / active EE | $5,875 | $5,526+6.3% | $4,767+23.3% | $5,055+16.2% |
| Participant deferral / active EE | $11,653 | $6,837+70.4% | $5,856+99.0% | $6,977+67.0% |
| Admin fee / account holder | $5,586 | $25,162-77.8% | $20,388-72.6% | $19,030-70.6% |