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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 | $475,433 | $174,379+172.6% | $152,093+212.6% | $138,895+242.3% |
| Participation rate | 83.3% | 81.6%+1.7pp | 77.8%+5.6pp | 79.9%+3.4pp |
| Annual return | 15.82% | 74.86%-59.0pp | 66.36%-50.5pp | 145.39%-129.6pp |
| Employer contribution / active EE | $9,697 | $4,652+108.5% | $4,175+132.3% | $4,194+131.2% |
| Participant deferral / active EE | $9,723 | $6,159+57.9% | $5,451+78.4% | $6,396+52.0% |
| Admin fee / account holder | $7,218 | $16,880-57.2% | $14,497-50.2% | $12,562-42.5% |