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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 | $385,280 | $198,457+94.1% | $170,435+126.1% | $147,586+161.1% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 19.76% | 257.30%-237.5pp | 205.94%-186.2pp | 578.59%-558.8pp |
| Employer contribution / active EE | $6,531 | $6,183+5.6% | $5,432+20.2% | $4,876+33.9% |
| Participant deferral / active EE | $7,694 | $5,629+36.7% | $4,939+55.8% | $5,439+41.5% |
| Admin fee / account holder | $1,863 | $16,852-88.9% | $13,881-86.6% | $10,886-82.9% |