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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 | $460,073 | $225,673+103.9% | $203,872+125.7% | $155,188+196.5% |
| Participation rate | 100.0% | 80.3%+19.7pp | 77.8%+22.2pp | 80.8%+19.2pp |
| Annual return | 9.74% | 95.91%-86.2pp | 85.11%-75.4pp | 148.84%-139.1pp |
| Employer contribution / active EE | $5,000 | $4,099+22.0% | $3,757+33.1% | $4,248+17.7% |
| Participant deferral / active EE | $6,000 | $6,893-13.0% | $6,388-6.1% | $6,531-8.1% |
| Admin fee / account holder | $1,831 | $12,327-85.1% | $11,730-84.4% | $14,480-87.4% |