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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 | $481,740 | $156,398+208.0% | $147,318+227.0% | $138,895+246.8% |
| Participation rate | 92.3% | 83.8%+8.6pp | 82.1%+10.2pp | 79.9%+12.4pp |
| Annual return | 18.79% | 78.75%-60.0pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $21,745 | $4,853+348.1% | $4,593+373.5% | $4,194+418.5% |
| Participant deferral / active EE | $10,354 | $8,237+25.7% | $7,906+31.0% | $6,396+61.9% |
| Admin fee / account holder | $2,528 | $14,976-83.1% | $13,708-81.6% | $12,562-79.9% |