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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 | $430,566 | $227,399+89.3% | $189,758+126.9% | $198,609+116.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.11% | 61.03%-51.9pp | 52.62%-43.5pp | 202.70%-193.6pp |
| Employer contribution / active EE | $3,802 | $5,526-31.2% | $4,767-20.2% | $5,055-24.8% |
| Participant deferral / active EE | $11,809 | $6,837+72.7% | $5,856+101.7% | $6,977+69.3% |
| Admin fee / account holder | $4,077 | $25,162-83.8% | $20,388-80.0% | $19,030-78.6% |