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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 | $462,558 | $183,592+151.9% | $155,574+197.3% | $145,877+217.1% |
| Participation rate | 85.7% | 82.7%+3.0pp | 78.2%+7.5pp | 80.3%+5.4pp |
| Annual return | 12.55% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $3,646 | $5,317-31.4% | $4,676-22.0% | $4,663-21.8% |
| Participant deferral / active EE | $10,732 | $6,466+66.0% | $5,629+90.6% | $6,691+60.4% |
| Admin fee / account holder | $67,591 | $19,316+249.9% | $15,914+324.7% | $13,402+404.3% |