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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 | $862,198 | $196,972+337.7% | $182,262+373.1% | $198,609+334.1% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 6.00% | 158.27%-152.3pp | 140.60%-134.6pp | 202.70%-196.7pp |
| Employer contribution / active EE | $5,667 | $5,364+5.7% | $5,046+12.3% | $5,055+12.1% |
| Participant deferral / active EE | $4,000 | $8,643-53.7% | $8,276-51.7% | $6,977-42.7% |
| Admin fee / account holder | $5,053 | $18,429-72.6% | $16,712-69.8% | $19,030-73.4% |