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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 | $438,320 | $209,425+109.3% | $178,499+145.6% | $158,966+175.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 27.48% | 188.80%-161.3pp | 151.10%-123.6pp | 302.95%-275.5pp |
| Employer contribution / active EE | $6,199 | $5,707+8.6% | $5,011+23.7% | $4,762+30.2% |
| Participant deferral / active EE | $7,539 | $5,955+26.6% | $5,202+44.9% | $5,983+26.0% |
| Admin fee / account holder | $8,533 | $17,078-50.0% | $13,986-39.0% | $11,250-24.1% |