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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 | $578,927 | $162,136+257.1% | $152,301+280.1% | $154,746+274.1% |
| Participation rate | 83.3% | 84.1%-0.8pp | 82.4%+0.9pp | 80.7%+2.6pp |
| Annual return | 17.63% | 91.02%-73.4pp | 80.50%-62.9pp | 172.34%-154.7pp |
| Employer contribution / active EE | $4,449 | $4,890-9.0% | $4,624-3.8% | $4,379+1.6% |
| Participant deferral / active EE | $12,703 | $8,341+52.3% | $8,004+58.7% | $6,730+88.7% |
| Admin fee / account holder | $47,358 | $15,759+200.5% | $14,398+228.9% | $14,365+229.7% |