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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 | $486,949 | $197,603+146.4% | $177,827+173.8% | $158,950+206.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 8.22% | 58.76%-50.5pp | 48.32%-40.1pp | 302.91%-294.7pp |
| Employer contribution / active EE | $6,000 | $6,698-10.4% | $5,918+1.4% | $4,762+26.0% |
| Participant deferral / active EE | $9,750 | $8,404+16.0% | $7,713+26.4% | $5,983+63.0% |
| Admin fee / account holder | $3,375 | $15,402-78.1% | $12,429-72.8% | $11,248-70.0% |