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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 | $496,325 | $156,398+217.3% | $147,318+236.9% | $138,895+257.3% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 18.82% | 78.75%-59.9pp | 70.43%-51.6pp | 145.39%-126.6pp |
| Employer contribution / active EE | $4,417 | $4,853-9.0% | $4,593-3.8% | $4,194+5.3% |
| Participant deferral / active EE | $34,750 | $8,237+321.9% | $7,906+339.5% | $6,396+443.3% |
| Admin fee / account holder | $4,621 | $14,976-69.1% | $13,708-66.3% | $12,562-63.2% |