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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 | $409,126 | $162,136+152.3% | $152,301+168.6% | $154,746+164.4% |
| Participation rate | 88.9% | 84.1%+4.8pp | 82.4%+6.4pp | 80.7%+8.2pp |
| Annual return | 17.48% | 91.02%-73.5pp | 80.50%-63.0pp | 172.34%-154.9pp |
| Employer contribution / active EE | $13,889 | $4,890+184.0% | $4,624+200.3% | $4,379+217.2% |
| Participant deferral / active EE | $13,536 | $8,341+62.3% | $8,004+69.1% | $6,730+101.1% |
| Admin fee / account holder | $60,500 | $15,759+283.9% | $14,398+320.2% | $14,365+321.2% |