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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 | $392,724 | $162,136+142.2% | $152,301+157.9% | $154,746+153.8% |
| Participation rate | 91.7% | 84.1%+7.6pp | 82.4%+9.2pp | 80.7%+11.0pp |
| Annual return | 17.32% | 91.02%-73.7pp | 80.50%-63.2pp | 172.34%-155.0pp |
| Employer contribution / active EE | $5,667 | $4,890+15.9% | $4,624+22.5% | $4,379+29.4% |
| Participant deferral / active EE | $15,560 | $8,341+86.6% | $8,004+94.4% | $6,730+131.2% |
| Admin fee / account holder | $63,786 | $15,759+304.8% | $14,398+343.0% | $14,365+344.0% |