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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 | $450,546 | $174,379+158.4% | $152,093+196.2% | $138,895+224.4% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 12.95% | 74.86%-61.9pp | 66.36%-53.4pp | 145.39%-132.4pp |
| Employer contribution / active EE | $9,475 | $4,652+103.7% | $4,175+127.0% | $4,194+125.9% |
| Participant deferral / active EE | $10,614 | $6,159+72.3% | $5,451+94.7% | $6,396+65.9% |
| Admin fee / account holder | $1,346 | $16,880-92.0% | $14,497-90.7% | $12,562-89.3% |