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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 | $536,555 | $154,228+247.9% | $145,433+268.9% | $137,256+290.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 18.29% | 74.59%-56.3pp | 66.58%-48.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $5,162 | $4,804+7.5% | $4,554+13.3% | $4,156+24.2% |
| Participant deferral / active EE | $8,311 | $8,216+1.2% | $7,897+5.2% | $6,407+29.7% |
| Admin fee / account holder | $8,458 | $14,344-41.0% | $13,129-35.6% | $12,270-31.1% |