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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 | $843,606 | $227,399+271.0% | $189,758+344.6% | $198,609+324.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 9.73% | 61.03%-51.3pp | 52.62%-42.9pp | 202.70%-193.0pp |
| Employer contribution / active EE | $2,259 | $5,526-59.1% | $4,767-52.6% | $5,055-55.3% |
| Participant deferral / active EE | $8,329 | $6,837+21.8% | $5,856+42.2% | $6,977+19.4% |
| Admin fee / account holder | $6,635 | $25,162-73.6% | $20,388-67.5% | $19,030-65.1% |