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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 | $612,238 | $174,379+251.1% | $152,093+302.5% | $138,895+340.8% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 14.89% | 74.86%-60.0pp | 66.36%-51.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $1,803 | $4,652-61.2% | $4,175-56.8% | $4,194-57.0% |
| Participant deferral / active EE | $1,987 | $6,159-67.7% | $5,451-63.6% | $6,396-68.9% |
| Admin fee / account holder | $2,810 | $16,880-83.4% | $14,497-80.6% | $12,562-77.6% |