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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 | $612,436 | $183,539+233.7% | $155,556+293.7% | $145,897+319.8% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.66% | 61.31%-47.6pp | 64.84%-51.2pp | 552.29%-538.6pp |
| Employer contribution / active EE | $12,606 | $5,315+137.2% | $4,675+169.6% | $4,663+170.4% |
| Participant deferral / active EE | $10,533 | $6,467+62.9% | $5,631+87.1% | $6,689+57.5% |
| Admin fee / account holder | $11,692 | $19,275-39.3% | $15,885-26.4% | $13,390-12.7% |