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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 | $484,995 | $209,428+131.6% | $178,498+171.7% | $158,950+205.1% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 19.98% | 188.78%-168.8pp | 151.09%-131.1pp | 302.91%-282.9pp |
| Employer contribution / active EE | $5,027 | $5,707-11.9% | $5,011+0.3% | $4,762+5.6% |
| Participant deferral / active EE | $7,412 | $5,955+24.5% | $5,202+42.5% | $5,983+23.9% |
| Admin fee / account holder | $1,391 | $17,077-91.9% | $13,985-90.1% | $11,248-87.6% |