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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 | $562,682 | $156,398+259.8% | $147,318+281.9% | $138,895+305.1% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 14.89% | 78.75%-63.9pp | 70.43%-55.5pp | 145.39%-130.5pp |
| Employer contribution / active EE | $11,378 | $4,853+134.4% | $4,593+147.7% | $4,194+171.3% |
| Participant deferral / active EE | $11,953 | $8,237+45.1% | $7,906+51.2% | $6,396+86.9% |
| Admin fee / account holder | $2,096 | $14,976-86.0% | $13,708-84.7% | $12,562-83.3% |