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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 | $613,774 | $223,823+174.2% | $211,142+190.7% | $154,746+296.6% |
| Participation rate | 100.0% | 87.9%+12.1pp | 87.3%+12.7pp | 80.7%+19.3pp |
| Annual return | 13.41% | 50.39%-37.0pp | 46.84%-33.4pp | 172.34%-158.9pp |
| Employer contribution / active EE | $4,193 | $6,787-38.2% | $6,442-34.9% | $4,379-4.3% |
| Participant deferral / active EE | $17,254 | $9,750+77.0% | $9,284+85.8% | $6,730+156.4% |
| Admin fee / account holder | $8,695 | $19,707-55.9% | $19,076-54.4% | $14,365-39.5% |