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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 | $520,420 | $181,062+187.4% | $158,223+228.9% | $155,188+235.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 79.2%+20.8pp | 80.8%+19.2pp |
| Annual return | 10.24% | 57.39%-47.1pp | 52.09%-41.8pp | 148.84%-138.6pp |
| Employer contribution / active EE | $7,427 | $4,565+62.7% | $4,109+80.8% | $4,248+74.8% |
| Participant deferral / active EE | $9,159 | $6,134+49.3% | $5,467+67.5% | $6,531+40.2% |
| Admin fee / account holder | $4,823 | $18,825-74.4% | $16,047-69.9% | $14,480-66.7% |