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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 | $449,217 | $227,399+97.5% | $189,758+136.7% | $198,609+126.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 79.8%+20.2pp | 82.4%+17.6pp |
| Annual return | 7.60% | 61.03%-53.4pp | 52.62%-45.0pp | 202.70%-195.1pp |
| Employer contribution / active EE | $3,147 | $5,526-43.1% | $4,767-34.0% | $5,055-37.8% |
| Participant deferral / active EE | $6,659 | $6,837-2.6% | $5,856+13.7% | $6,977-4.5% |
| Admin fee / account holder | $37,603 | $25,162+49.4% | $20,388+84.4% | $19,030+97.6% |