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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 | $422,673 | $212,386+99.0% | $199,883+111.5% | $138,895+204.3% |
| Participation rate | 100.0% | 87.4%+12.6pp | 86.8%+13.2pp | 79.9%+20.1pp |
| Annual return | 16.00% | 47.75%-31.8pp | 43.81%-27.8pp | 145.39%-129.4pp |
| Employer contribution / active EE | $4,248 | $6,625-35.9% | $6,261-32.2% | $4,194+1.3% |
| Participant deferral / active EE | $22,850 | $9,617+137.6% | $9,138+150.0% | $6,396+257.2% |
| Admin fee / account holder | $1,118 | $18,233-93.9% | $17,268-93.5% | $12,562-91.1% |