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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 | $609,417 | $227,399+168.0% | $189,758+221.2% | $198,609+206.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 22.21% | 61.03%-38.8pp | 52.62%-30.4pp | 202.70%-180.5pp |
| Employer contribution / active EE | $2,613 | $5,526-52.7% | $4,767-45.2% | $5,055-48.3% |
| Participant deferral / active EE | $8,914 | $6,837+30.4% | $5,856+52.2% | $6,977+27.8% |
| Admin fee / account holder | $7,105 | $25,162-71.8% | $20,388-65.2% | $19,030-62.7% |