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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 | $511,989 | $185,312+176.3% | $161,489+217.0% | $154,746+230.9% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.7%+21.3pp | 80.7%+19.3pp |
| Annual return | 13.66% | 103.84%-90.2pp | 89.72%-76.1pp | 172.34%-158.7pp |
| Employer contribution / active EE | $2,993 | $4,769-37.2% | $4,268-29.9% | $4,379-31.6% |
| Participant deferral / active EE | $10,798 | $6,350+70.1% | $5,630+91.8% | $6,730+60.4% |
| Admin fee / account holder | $9,614 | $18,654-48.5% | $16,006-39.9% | $14,365-33.1% |