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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 | $478,269 | $156,398+205.8% | $147,318+224.6% | $138,895+244.3% |
| Participation rate | 85.7% | 83.8%+2.0pp | 82.1%+3.6pp | 79.9%+5.8pp |
| Annual return | 15.84% | 78.75%-62.9pp | 70.43%-54.6pp | 145.39%-129.6pp |
| Employer contribution / active EE | $9,286 | $4,853+91.3% | $4,593+102.2% | $4,194+121.4% |
| Participant deferral / active EE | $0 | $8,237-100.0% | $7,906-100.0% | $6,396-100.0% |
| Admin fee / account holder | $5,980 | $14,976-60.1% | $13,708-56.4% | $12,562-52.4% |