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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 | $497,151 | $183,516+170.9% | $155,534+219.6% | $145,884+240.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.70% | 61.43%-48.7pp | 64.92%-52.2pp | 551.85%-539.2pp |
| Employer contribution / active EE | $1,303 | $5,315-75.5% | $4,675-72.1% | $4,662-72.1% |
| Participant deferral / active EE | $8,629 | $6,467+33.4% | $5,630+53.3% | $6,690+29.0% |
| Admin fee / account holder | $3,249 | $19,293-83.2% | $15,900-79.6% | $13,392-75.7% |