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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 | $434,802 | $183,516+136.9% | $155,534+179.6% | $145,884+198.0% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 15.86% | 61.43%-45.6pp | 64.92%-49.1pp | 551.85%-536.0pp |
| Employer contribution / active EE | $16,750 | $5,315+215.2% | $4,675+258.3% | $4,662+259.3% |
| Participant deferral / active EE | $9,400 | $6,467+45.4% | $5,630+67.0% | $6,690+40.5% |
| Admin fee / account holder | $11,463 | $19,293-40.6% | $15,900-27.9% | $13,392-14.4% |