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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 | $485,492 | $154,228+214.8% | $145,433+233.8% | $137,256+253.7% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 16.79% | 74.59%-57.8pp | 66.58%-49.8pp | 220.34%-203.5pp |
| Employer contribution / active EE | $18,070 | $4,804+276.1% | $4,554+296.8% | $4,156+334.8% |
| Participant deferral / active EE | $2,892 | $8,216-64.8% | $7,897-63.4% | $6,407-54.9% |
| Admin fee / account holder | $7,648 | $14,344-46.7% | $13,129-41.7% | $12,270-37.7% |