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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 | $457,269 | $156,398+192.4% | $147,318+210.4% | $138,895+229.2% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 16.50% | 78.75%-62.2pp | 70.43%-53.9pp | 145.39%-128.9pp |
| Employer contribution / active EE | $2,653 | $4,853-45.3% | $4,593-42.2% | $4,194-36.7% |
| Participant deferral / active EE | $19,095 | $8,237+131.8% | $7,906+141.5% | $6,396+198.5% |
| Admin fee / account holder | $2,254 | $14,976-85.0% | $13,708-83.6% | $12,562-82.1% |